Do You Need an Estate Plan?
Almost everyone needs an estate plan, whether or not your needs and goals aresimple or more complex. Click below to find out if you should meet with anattorney to discuss your estate plan.
Do you have a will or trust that outlines how your assets should be distributed after your death?
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Yes
No
Do you have a plan for who will make medical and financial decisions for you if you become incapacitated?
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Yes
No
Do you have any assets, such as a home, car, bank account, or investments?
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Yes
No
Are you married or do you have dependents (e.g., children, elderly parents)?
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Yes
No
Have there been recent major life changes, such as marriage, divorce, or the birth of a child?
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Yes
No
Do you want to avoid potential disputes or complications for your family members after your death?
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Yes
No
Do you know how to ensure that your estate plan complies with state laws and regulations?
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Yes
No
Submit
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