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Estate Planning Worksheet Married (Final Step)


    Do you currently have a will?

    Do you currently have a revocable trust?

    Do you currently have a durable power of attorney and a health care power of attorney?

    Are there any life insurance policies on your life that are owned by third parties (children, trusts, or companies)?

    Are either of you currently the beneficiary of any Trust arrangement?

    Have either of you established a trust of any type?

    Are either of you expecting any substantial inheritances?

    Have either of you ever lived in a Community Property State (California, Texas, New Mexico, Arizona, Washington, Louisiana, Nevada, or Idaho)?

    Have either of you ever made any substantial gifts (greater than $10,000 per year) or filed a gift tax return?

    Have either of you ever signed a prenuptial agreement, a post-nuptial agreement or an elective share waiver?

    Do either of you have any health problems that may be relevant to this estate plan?

    Do you have disability income insurance? If so, please describe the amount of insurance that you carry.

    Have you started a gift program for children or grandchildren?

    What is the name, address and phone number of your accountant?

    Do you own have joint accounts with anyone other than your spouse?

    Are any of your beneficiaries handicapped or disabled?

    Do you have long-term care insurance?

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