Estate Planning "Check-Up"

Bold labels and indicate required information.

Personal Information

Name

E-mail Address Please enter a valid e-mail address.

Phone Number

Some Basics

1. I have a living trust in effect.

Yes No N/A

2. I have made a will.

Yes No N/A

3. I am satisfied with my retirement income plan.

Yes No N/A

4. I am concerned about how estate taxes will be paid.

Yes No N/A

5. I would like to reduce the estate taxes that may arise on my death.

Yes No N/A

6. I have enough income if I become disabled.

Yes No N/A

7. I am the owner of an IRA.

Yes No N/A

8. I am a participant in a qualified retirement plan.

Yes No N/A

9. I would like to retire from work before I die.

Yes No N/A

10. During the last year, I have given very little thought to my estate plan.

Yes No N/A

11. I have updated my will/living trust in the past three years.

Yes No N/A

12. I am an owner/partner/shareholder in a business.

Yes No N/A

* If your answer to question 12 is "Yes":

A. On my death, others can carry on the business successfully.

Yes No

B. I can retire with financial independence.

Yes No

13. I have a living trust but there are assets I own that are not yet held in trust title.

Yes No N/A

14. I have enough life insurance to meet my needs and those of my family as I see it.

Yes No N/A

Changes in Life

15. I have had a significant, recent change in my net worth.

Yes No N/A

16. New children/grandchildren/spouse are in my family.

Yes No N/A

17. My health has changed in recent years.

Yes No N/A

18. I have made new investments.

Yes No N/A

19. My outlook toward my business associates has changed.

Yes No N/A

20. My investment priorities have changed.

Yes No N/A

21. The country of my citizenship or that of my spouse has changed.

Yes No N/A

Self Assessment

*** I could improve my estate planning by updating it.

Yes No N/A

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Schiller Law Group, PLC
4 Orinda Way, Suite 280B
Orinda, CA 94563
Phone: (925) 258-0123 or (310) 394-4529
Fax: (925) 258-4040

Keith Schiller is the creator of:
Estate Planning At The Movies®
www.EstatePlanningAtTheMovies.com