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Please complete the brief 14-point audit below to provide us with a clearer understanding of your needs. Rest assured, all information you share is confidential and protected under attorney-client privilege. We look forward to supporting you!

Assessment

Assessment

Name
Name
First Name
Last Name

Current Documents:

Will
Health Care
Trust
Living Will
Power of Attorney
Other

Does Your Current Plan:

1.

Authorize someone to act for you?
-with instructions?
- expanded powers with instructions?

 

2.

Authorize someone to make health-care decisions for you?
- ultimate power?
- rests with doctor?
- comply with HIPPA?

 

3.

Protect assets for disabled beneficiaries ( if this occurs)?

4.

Provide for minor beneficiaries? (If children predecease you)

5.

Provide asset protection for your spouse after your death?

 

6.

Provide for protection of your assets if your spouse remarries?

7.

Provide asset protection for your children/beneficiaries?
- creditors?
-divorce?

 

8.

Provide Estate Tax Planning?

9.

Provide detailed personal instructions for your loved ones?

10.

Provide Disability Instructions?

 

11.

Make your personal information private?

12.

Require probate?
- Ancillary probate? (Out of State Assets?)

 

13.

Provide a plan for accident/unforseen illness or business failure?

14.

Provide asset protection for you during your life from:
- hospitals/nursing homes

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