Estate Plan Self-Analysis Quiz

Do I have a Living Will? 2 points Yes No
Do I have a Power of Attorney For Health Care? 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)?

25 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.?

28 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

    

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