TLC™ Estate Plan Audit

The Estate Planning and Elder Law Group

Confidential - Subject to Attorney/Client Privilege

Client Name(Required)
Attorney
MM slash DD slash YYYY
YesNo
Will
Sweetheart
Health Care Proxy
Living Will
Power of Attorney
Trust
Other
List other documents you have

DOES YOUR CURRENT ESTATE PLAN...

1. Authorize someone to act for you legally (if you can't)?
1a. Blank check?
1b. Expanded powers with instructions?

2. Authorize someone to make your health-care decisions (if you can't)?
2a. God Power
2b. Rests with doctor?
2c. Comply with HIPAA?

3. Protect assets for disabled beneficiaries (if occurs)?
4. Provide for minor beneficiaries (if your children predecease you)?
5. Provide asset protection for your spouse after your death?
6. Provide for protection of assets if your spouse remarries?
7a. Provide asset protection for your children/beneficiaries (for their lives) from creditors?
7b. Provide asset protection for your children/beneficiaries (for their lives) from divorce?
8a. Provide estate tax planning for Federal limits?
8b. Provide estate tax planning for State limits?
9. Provide detailed personal instructions for your loved ones (who gets what, when, how)?
9a. State’s rule book applies?
9b. Your rule book applies?
9c. Simple trust (probate avoidance)?

10. Provide detailed disability instructions (what to do with me and my $)?
11. Make your personal information (assets/beneficiaries)?
12. Require probate?
12a. 2 Probates/ancillary?
13. Provide a plan for accident/unforeseen illness/prevent business failure, etc.?
14. Provide asset protection for you during life (from lawsuits/nursing home)?
15a. Provide advanced planning for Income tax?
15b. Provide advanced planning for protection of assets already transferred to kids?
15c. Provide advanced planning for estate tax beyond Federal/State limits?
15d. Provide advanced planning for business succession plan?
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Estate Planning Law Group

71-27 Myrtle Ave.
Glendale, NY 11385

Phone: 718-514-2066
Email: [email protected]