Estate Planning Quiz from Huffman Law Offices

Estate Planning Quiz

You don't get to choose how you're going to die, or when. You can only decide how you're going to live.

Joan Baez, singer, songwriter

Do I Need an Estate Plan Review?

Many individuals are unsure as to whether or not they need to do any estate planning. Below is a simple set of ten questions to help determine whether you are in need of an estate planning review.

  1. Do you have a Will or Trust? (Yes/No)
  2. Do you rent your home? (Yes/No)
  3. Do you have a Power of Attorney for Financial Matters? (Yes / No)
  4. Do you have a Power of Attorney for Healthcare Decisions? (Yes / No)
  5. Do you have a Living Will? (Yes/No)
  6. Have your estate planning documents (Wills, Trusts, Powers of Attorney been prepared or reviewed in the last five years? (Yes / No)
  7. Are all of the beneficiaries of your estate over 18 years old? (Those you want to inherit from you when you die)? (Yes/No)
  8. Are all of the beneficiaries of your estate without disabilities? (Not receiving any type of government assistance.) (Yes/No)
  9. Do you want your estate to go to probate court aTer your death? (Yes/No)
  10. Have you done any type of planning for long-term care? (Yes/No)

If you answered “No” to any of these questions, you should have an estate planning review.

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