25 Important Questions to Ask

Your estate plan is an investment in you and your family’s future. As years pass, your family will grow, your assets will change, and new laws will be passed. Everyone should review their estate planning documents once every year. We recommend you do get into the habit of doing this during tax season. Additionally, we think your estate plan should be professional reviewed at least once every 5 years. Certainly, if you have a significant life event, like retirement, the death or incapacity of person named in your plan, or a significant health diagnosis, then this update should be immediate.

This Checklist focuses on the foundation of your estate plan, including documents such as a Last Will and Testament, Revocable Trust, Financial Durable Power of Attorney and Health Care Power of Attorney. Note that references to a “Will” on this Checklist are generally interchangeable with the term “Revocable Trust”, which can also be used as the centerpiece of an estate plan.

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