Not Sure If You’re Fully Prepared?
Answer 10 simple Yes/No questions to find out if your estate plan covers the essentials—and where you might need to take action.
Do you already have proper arrangements to settle debts and a personal representative to oversee the settlement of your estate?
If you have children, have you specified a caretaker, should something happen to you?
Are you aware of the necessary documents that allow you to access your child's medical records and influence medical decisions even after they turn 18?
Are you comfortable letting your children control their inheritance when they turn 18?
Are you comfortable with the state freezing your assets and deciding what happens to your possessions at your death?
Have you identified who will handle your financial and legal affairs should you become incapacitated?
Do you know who will make healthcare and life decisions for you if something happens?
Do you know which family members (including your spouse) will have access to your medical info in writing?
Have you acknowledged what treatments to administer or withhold even when recovery isn't likely?
Have you updated your estate plan to reflect your most recent life changes?
