Estate Plan Audit *Confidential – Subject To Attorney/Client Privilege* Client #1* First Name Last Name Client #2 First Name Last Name Attorney* First Name Last Name Date* Date Format: MM slash DD slash YYYY Rate the importance of these points on a scale from 1-10121. Authorize someone to handle your legal and financial matters if you can’t*Authorize someone to handle your legal and financial matters if you can’t 1*Authorize someone to handle your legal and financial matters if you can’t 2*2. Authorize someone to make your healthcare and end of life decisions if you can’t*Authorize someone to make your healthcare and end of life decisions if you can’t 1*Authorize someone to make your healthcare and end of life decisions if you can’t 2*3. Protect assets for disabled or incompetent beneficiaries now or in the future*Protect assets for disabled or incompetent beneficiaries now or in the future 2*Protect assets for disabled or incompetent beneficiaries now or in the future 2*4. Provide for minor beneficiaries (children or grandchildren)*Provide for minor beneficiaries (children or grandchildren) 1*Provide for minor beneficiaries (children or grandchildren) 2*5. Protect your assets for your children if your spouse remarries*Protect your assets for your children if your spouse remarries 1*Protect your assets for your children if your spouse remarries 2*6. Provide lifetime asset protection for your children/beneficiaries from:*a. Creditors (Student Loans, Mortgage Debt, Medical Expenses)Creditors (Student Loans, Mortgage Debt, Medical Expenses) 1*Creditors (Student Loans, Mortgage Debt, Medical Expenses) 2*b. DivorceDivorce 1*Divorce 2*c. Themselves (Youth, Gambling, Substance Abuse, etc…)Themselves (Youth, Gambling, Substance Abuse, etc…) 1*Provide detailed personal instructions for your loved ones (who gets what, when, how) 1*7. Provide detailed personal instructions for your loved ones (who gets what, when, how)Provide detailed personal instructions for your loved ones (who gets what, when, how) 1*Provide detailed personal instructions for your loved ones (who gets what, when, how) 2*8. Provide detailed disability instructions (what to do with me and my money)Provide detailed disability instructions (what to do with me and my money) 1*Provide detailed disability instructions (what to do with me and my money) 2*9. Keep my personal and financial information private as opposed to public hearingsKeep my personal and financial information private as opposed to public hearings 1*Keep my personal and financial information private as opposed to public hearings 2*10. Avoid ProbateAvoid Probate 1*Avoid Probate 2*11. Provide a plan for accident/unforeseen illness/prevent business failure, etc.Provide a plan for accident/unforeseen illness/prevent business failure, etc. 1*Provide a plan for accident/unforeseen illness/prevent business failure, etc. 212. Provide lifetime asset protection for you and your spouse from lawsuitsProvide lifetime asset protection for you and your spouse from lawsuits 1*Provide lifetime asset protection for you and your spouse from lawsuits 2*13. Provide lifetime asset protection for you and your spouse from nursing home/long-term care costsProvide lifetime asset protection for you and your spouse from nursing home/long-term care costs 1*Provide lifetime asset protection for you and your spouse from nursing home/long-term care costs 2*14. Provide asset protection for your spouse after deathProvide asset protection for your spouse after death 1*Provide asset protection for your spouse after death 2*15. Provide advanced planning for:a. Estate Tax (Federal & State)Estate Tax (Federal & State) 1*Estate Tax (Federal & State) 2*b. Inherited Retirement Accounts (IRA, 401k, 403b, etc…)Inherited Retirement Accounts (IRA, 401k, 403b, etc…) 1*Inherited Retirement Accounts (IRA, 401k, 403b, etc…) 2*c. Family Property (Cottage, Cabin, Farm, etc…)Family Property (Cottage, Cabin, Farm, etc…) 1*Family Property (Cottage, Cabin, Farm, etc…) 2*d. Business Succession PlanningBusiness Succession Planning 1*Business Succession Planning 2*e. Rental PropertiesRental Properties 1*Rental Properties 2*PhoneThis field is for validation purposes and should be left unchanged.
