Survey

Check whether your estate plan has obvious gaps.

These questions help prepare for a proper consultation. They are not legal advice, but they quickly show whether your Will, executor, guardian, assets, or business plan needs review.

Do you have a valid Will prepared and safely stored?
Have you listed your assets, liabilities, nominees, and beneficiaries?
Have you appointed a reliable executor and backup executor?
If you have minor children, have you named a guardian?
If you own a business, is there a succession or buy-sell plan?
Do your family members know where important documents are kept?