Page 12 - Estate Planning 101

ESTATE

PLANNING

CHECKLIST

Things you'll want to consider:

1. Who do I want to make legal or medical decisions for me?

2. Who will take care of my minor child if I pass away?

3. Who do I want to receive my assets when I pass away?

4. How will they receive those assets? All at once, at certain ages,

spread out over time, or even only for certain needs?

5. Do I want to be kept on life support or not?

Information we'll need from you:

1. Any concerns or questions you have about your situation or this

So what exactly will you need to think about process
and what information do we need from you in
2. Name of your children (if any)
order to begin preparing your documents?
Here is a partial list! 3. Names for the people you choose to serve in the positions listed

above
When you schedule a meeting with us, we will
4. Back ups for the people listed above
email an intake form where you can fill out the
answers to these questions. 5. Information regarding your assets (for restructuring purposes)

6. Any existing estate planning documents you may have

7. Whether any beneficiaries are receiving public benefits

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