Estate Planning Audit Estate Planning Audit Welcome! We’ve created this audit just for you. Many people who take this audit find common gaps that can be filled to make things easier for their loved ones. The point is not to scare you, but simply to raise some issues you may not have thought of. Without knowing the specifics of your situation, we can’t give you any legal advice, so please know that this is just general legal information designed to identify issues and point you in the right direction. If you need legal advice, please seek the guidance of a qualified estate planning attorney in your area. This audit is not meant to be comprehensive, as there is no way to identify in this short space all of the issues that may arise for everyone. Instead, this is designed to assist you in identifying issues that are common to the general population. We strongly recommend that every single person meet with a good estate planning attorney for specific advice. If you are part of a blended family, have disabled loved ones or minor children, or other special concerns, it is particularly important. Also, we’re only licensed in Colorado so the information is specific for Colorado residents only. Once you’ve completed this audit, a detailed report will be sent to the email address you provide. Name* First Last Email address to send results to:* Email Permission Yes, I'd like to receive your valuable email content. Privacy guarantee: We will never share your information with anyone else (We promise.) Let's get started... 1. Do you have a written, signed estate plan including a will and/or a trust? Yes No I Don't Know N/A 2. Has it been 3 years or fewer since your plan was reviewed by an estate planning attorney? Yes No I Don't Know N/A 3. Does your estate plan give your assets to the people and/or organizations you would want to receive them today? Yes No I Don't Know N/A 4. Are the people you want to receive your assets ready to receive them today? In other words, do they have the financial management skills and maturity to make you comfortable with them receiving your assets all at once (or, if you have a written plan, however they would be distributed under your current plan)? Yes No I Don't Know N/A 5. Are the agents you have chosen under your Financial Power of Attorney and Health Care Power of Attorney, as well as your Executor/Successor Trustee, the people you would choose today? Yes No I Don't Know N/A 6. Is your Financial Power of Attorney less than 3 years old? Yes No I Don't Know N/A 7. Was your estate plan drafted and executed in Colorado? Yes No I Don't Know N/A 8. Do you have a Universal HIPAA Release allowing your loved ones to find out your medical information if you should have an illness, injury or accident? Yes No I Don't Know N/A 9. Does your estate plan include divorce protection for your children, grandchildren or other beneficiaries? (Note: simply naming a beneficiary without their spouse does not give actual divorce protection should they later get divorced) Yes No I Don't Know N/A 10. Are the ownership and beneficiary designations on all of your assets strategically coordinated with your estate plan? Yes No I Don't Know N/A BONUS: If you have a Revocable Living Trust, does it own all of your bank accounts, real estate, investments and other assets other than retirement plans (in other words, is it fully funded)? Yes No I Don't Know N/A NameThis field is for validation purposes and should be left unchanged. Δ
