Estate Plan Checklist

Is my Estate Plan up-to-date?

Since you last revised your estate plan:

• Have more than 3 years passed since your estate plan has been reviewed with an attorney?

• Have you confirmed that the appropriate assets are transferred to the name of your trust?

• Have you married or divorced?

• Has your spouse died?

• Has there been a significant change in the size of your estate?

• Have you relocated to another state or purchased real estate in another state?

• Have you or your children given birth to or adopted a child?

• Has there been a serious illness in the family?

• Have you had a change in your business interests or retired?

• Has any heir/beneficiary to your estate married or divorced?

• Are each of your heirs/beneficiaries financially responsible?

• Are each of your heirs/beneficiaries over the age of 18?

• Does any heir/beneficiary have “special needs” or have right to claim government disability?

• Have you reviewed beneficiary designations on your retirement accounts and life insurance?

• Do you have peace of mind that your estate plan will “work?”