Self-Analysis Quiz For Business Owners and Key Employees

Do I have a Power of Attorney For Health Care and Living Will? 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)?
20 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.?
15 points
Yes No

Do I have a Buy-Sell Agreement with my business partner?
20 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

    

Back to Business Representation

Call for an appointment: (847) 296-6631