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Create your Estate Planning Checklist

Begin your estate plan with our free Estate Planning Questionnaire

Estate Planning Questionnaire

Step 1 of 8 - Your Information

Step 2 of 8 - Documents, Agreements and Orders

Step 3 of 8- Healthcare

Do you have any specific limitations you deem appropriate as it relates to your health care such as: your own definition of when life-sustaining treatment should be withheld or discontinued, or instructions to refuse any specific types of treatment that are inconsistent with your religious beliefs, or unacceptable to you for any other reason? If so, please explain.

Step 4 of 8 - Assets

Who would you like to name to as your agent (“attorney-in-fact”) to handle your financial affairs in the event you become incapacitated?

Step 5 of 8 - Liabilities

Step 6 of 8 - Life Insurance

Step 7 of 8 - Objectives

Step 8 of 8 - Additional Questions