Client's Full Name(Required) First Client's Email(Required) Executor and GuardianshipDo you have a primary executor in mind who understands your wishes clearly?Is your executor someone who can handle the responsibility and work under pressure?Have you named an alternate executor in case your first choice is unavailable?Does your executor live near the majority of your assets or beneficiaries, or would they face logistical issues?Have you appointed someone to care for your pets if something happens to you?Do you want your executor to handle any ongoing business or financial matters, or should they hire someone to do it?If your children are minors, have you chosen legal guardians for them in case of your passing?Have you discussed the guardianship with the person you’ve chosen to ensure they are willing to take on the responsibility?Have you selected someone you trust to handle guardianship for your children without hesitation or argument?Would you like to leave financial support for your children’s guardians, such as setting up a trust for their care?Assets and PropertyWhat specific assets would you like to leave behind, and who should get them?Do you want to divide your real estate (homes, land, etc.) equally or in another way?Are there any special family heirlooms that you want to ensure go to a specific person?Have you considered whether your assets should be divided based on value, or should some items be shared equally among heirs?How should personal items (jewelry, art, antiques) be distributed among your loved ones?Do you own a business? Have you made plans for its future, and who will take over?Do you want any specific property or items to remain in the family for generations?Are you leaving any life insurance policies? Have you named a beneficiary for them?Do you have any assets in joint ownership? Who should take over ownership if something happens to you?Are there any digital assets or online accounts (social media, email, photos) that need to be managed or passed on?Debts and ExpensesDo you have outstanding debts? How should these be handled by your executor?Who should be responsible for paying off your outstanding loans or credit card debt?Have you taken any steps to ensure your estate is prepared to cover your debts before distributing assets?Have you accounted for funeral or burial expenses, and where should these funds come from?Would you like your estate to cover the costs of your medical bills or long-term care?Have you set aside funds specifically for estate administration costs?Would you like your executor to liquidate any assets in your estate to cover these expenses, or should they be sold off gradually?How would you like your remaining funds or investments to be distributed after debts and expenses are paid?Trusts and Legacy PlanningWould you like to set up a trust to hold assets for any beneficiaries?Have you considered creating a living trust to avoid probate?Should any of your beneficiaries receive their inheritance in installments over time?Do you want a charitable donation to be made from your estate or a specific percentage of your assets to go to charity?Are there any beneficiaries who may need a special needs trust to preserve their eligibility for government benefits?Would you like your trust to include any special conditions for beneficiaries, like age milestones or accomplishments?Have you named a trustee who will manage your trust according to your wishes?Would you prefer to set up a family trust to preserve wealth across generations?Healthcare and Medical DecisionsWho should make medical decisions for you if you’re unable to?Do you have an advance directive (living will) outlining your wishes for end-of-life care?Have you appointed someone as your healthcare power of attorney to make decisions on your behalf?What medical interventions would you like or not like in the event that you are incapacitated?Do you have specific wishes regarding organ donation, and have they been clearly stated in your will or other medical documents?Have you discussed your end-of-life care preferences with your family or healthcare proxy?Financial and Tax PlanningHave you considered how taxes will impact your estate and how to minimize them?Would you like your estate to pay any taxes upfront, or should that be the responsibility of the beneficiaries?Are there any retirement accounts (IRAs, 401(k)s) that need specific beneficiary designations?Do you want to transfer assets like retirement funds or life insurance outside of your will to avoid probate?Do you want to gift any assets now to reduce the size of your estate for tax purposes?Have you created any tax-saving strategies for your business or investment accounts?Would you prefer your estate to fund charitable donations to reduce your taxable estate?Have you consulted with a financial advisor to ensure that your estate plan reflects your financial goals and minimizes liabilities?
