| 1. Do you have a will? | No | Yes |
| 2. Do your spouse and children know where your Will is? | No | Yes |
| 3. Do you have a Durable General Power of Attorney? | No | Yes |
| 4. Do you have a
Health Care Power of Attorney or Living Will? (Recommended for all persons.) |
No | Yes |
| 5. Do you have a
Survivorship Deed for your real estate? (Husband and Wife)? (If not, consider creating a Survivorship Deed.) |
No | Yes |
| 6. Married
couples with more than one car - Is one car titled in each spouses name? (If not, one car should be titled to each spouse.) |
No | Yes |
| 7. Is your
estate, including life insurance under $625,000? (If so you should consider a trust.) |
No | Yes |
| 8. Do you have a list or notebook
detailing the type and nature of all your assets? |
No | Yes |
| 9. Does your spouse or children
know where to locate your asset list or notebook? |
No | Yes |
Seek Advice for Every "No" Answer