Do you have a plan in place for your assets when you pass away?
Yes
No
Do you have a guardian in place for your minor children?
Yes
I don't have minor children.
No
I am not sure.
Was your estate plan drafted more than 5 years ago?
Yes
No
Since your last estate plan draft, have you had a major life event occur such as a marriage, children, grandchildren, divorce, death of spouse, etc.?
Yes
No
Since your last estate plan draft, have you had a major financial event occur such as selling your business, starting a business, receiving an inheritance, etc?
Yes
No
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