Estate Plan Quiz

Do I have a Living Will?

2 points

Yes No

Do I have a Power of Attorney For Health Care?

5 points

Yes No

Do I have a Power of Attorney For Property?

5 points

Yes No

Do I have a Last Will and Testament?

10 points

Yes No

Do I have a Trust (Living Trust/Self-Declaration of Trust)?

25 points

Yes No

Have I re-titled appropriate assets into my Trust and have I verified proper beneficiaries on my retirement accounts, life insurance policies, etc.?

28 points

Yes No

Have I reviewed my Will and/or Living Trust within the last 12 months to verify that it's still current?

25 points

Yes No