1.
I want to make sure that my children or other heirs avoid the expense and delay of Probate Court if I become disabled or after I pass away.
2.
The value of my estate, including all real estate, cash, investments, life insurance death proceeds, etc. exceeds $75,000.
3.
If I’m disabled I would like to choose in advance who will make my financial and medical decisions, instead of leaving it up to the Probate Court.
4.
I am concerned about the possibility of a will contest after I die.
1 out of 3
5.
If I die before my spouse, I want to make sure that my spouse is not able to change the estate plan if he/she were to remarry.
6.
I have children under the age of 18.
7.
I want to include beneficiaries in my estate plan who I fear may not wisely manage the inheritance because of their age, spending habits, addictions, etc.
2 out of 3
8.
I want to make sure that the inheritance going to my loved ones is protected from unintended beneficiaries, such as a child’s spouse (or ex-spouse), creditors, or lawsuits.
9.
I own “high risk” assets such as rental properties or a business, or I am concerned about my exposure to unanticipated lawsuits.
10.
I have an estate plan (such as a will or trust), but it has been more than 3 years since it has been reviewed by an attorney.
3 out of 3
