Estate Planning Quiz

Taking care of your family, finances and healthcare are so vitally important. Please take a moment to complete the questions below.

Yes	No
[ ]	[ ]	Do you have a Will?
[ ]	[ ]	If the gross value of your estate (including your house) is over $100,000, do you have a Trust?
[ ]	[ ]	Have you legally designated who would care for your children if you were to die?
[ ]	[ ]	Have you designated how your personal property will be distributed (including your pets) after your death?
[ ]	[ ]	Do you have someone authorized to handle financial matters for you in case you become disabled?
[ ]	[ ]	Do you have an Advanced Health Care Directive that provides the names, addresses and telephone numbers of your designated agents?
[ ]	[ ]	Do you have provisions in your Trust or Will for payment of estate taxes?

If you answered "No" to any of the questions above, you should come to our Free Wills & Trusts Workshop.

Yes	No
[ ]	[ ]	Do you have an Advanced Health Care Directive which was executed before 2003?
[ ]	[ ]	Has there been a change in the gross value of your estate (the value of all you own, not including what you owe)?
[ ]	[ ]	Have you recently married or remarried?
[ ]	[ ]	Have you divorced?
[ ]	[ ]	Have you bought or sold a house or other piece of property?
[ ]	[ ]	Have you moved between states?

If you answered "Yes" to any of the questions above, you should come to our free Wills & Trusts Workshop.

For a schedule of upcoming workshops, visit our Workshops page or call 1-877-779-9729 to make a reservation.

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