Self-Analysis Quiz For Business Owners and Key Employees

Do I have a Power of Attorney For Health Care and Living Will? 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)?

20 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.?

15 points

Yes No

Do I have a Buy-Sell Agreement with my business partner?

20 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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