Your Estate Planning Report Card

Answer the following questions to receive your "grade" for estate planning preparedness!

☐ Do you have a general power of attorney in place?

☐ Do you have a health care power of attorney in place?

☐ Do you have a living will in place?

☐ Do you have a will and/or trust in place?

☐ Have you reviewed your estate plan within the last 5 years?

☐ Do you have an accurate valuation of your assets?

☐ Do you have a plan to pay for long-term care?

☐ Do you have a list of accounts and passwords with at least one individual who knows where that list is located?

If you answered yes to at least 7 out of 8, give yourself an A! If you answered yes to at least 5 or 6, give yourself a C. Less than 5 is likely a failing grade on your estate planning. Come see us so we can help you get a passing grade!

Click here to visit our contact page and schedule an appointment today!