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Collins Law Group

Trustee School Webinar

Is Your Estate Plan Up to Date? Let’s Find out!

“Don’t Wait!” Take 3 minutes to complete this
quick estate plan check-up and see if your estate plan still aligns with your goals.

Life changes fast. Make sure your estate plan keeps up. Answer these questions to find out if it’s time for a review.

Family sitting together happy - estate plan check-up

ESTATE PLAN CHECK-UP WORKSHEET

Please check off areas you have changes to, concerns about or would like to discuss.

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Major Life Changes

Have there been any major life changes recently? (Select all that apply)

Marriage

Divorce

Birth/Adoption

Death of a loved one

Significant changes in health

Change in financial situation (inheritance, new property, etc.)

When was the last time you reviewed your beneficiaries?

Do you own any new assets since your last review?

Yes

No

Have you moved to a new state or acquired property in another state?

Yes

No

Do you have specific wishes for your care if you become incapacitated?

Yes

No

Would you like to discuss these wishes?

Yes

No

Family or Trust Changes

Family Changes: New in-laws, death of a spouse, divorce, marriage, new child, adoption, blended family, retirement, etc.?

Yes

No

Changes to: Successor Trustees, Personal Representatives or Powers of Attorney?

Yes

No

Beneficiary Changes: Any medical, mental, or substance abuse concerns or distribution changes?

Yes

No

Long-Term Care or Nursing Home Cost Concerns (Many long-term care costs are not covered by Medicare

Are you worried how you will pay for medical care if you or your spouse become disabled or require long-term care?

Yes

No

Would you like to know how to possibly qualify for Medicaid to pay for nursing home expenses (which are over $____ per month locally)?

Yes

No

Assets, Personal Property or Financial Accounts

Any real estate or financial accounts that are NOT in the name of your Trust (property, bank accounts, stock brokerage accounts, bonds, life insurance, etc.)?

Yes

No

Have you named your Trust as your IRA beneficiary?

Yes

No

Real estate or stock that you would like to sell and avoid capital gains taxes?

Yes

No

Did you know…?

Changes in tax laws could impact your estate plan
A regularly updated trust can save your loved ones thousands in probate costs.
Outdated plans can and will create unnecessary confusion for your family.

Based on your answers, it might be time for a review! Let’s ensure your plan reflects your current needs.

APPOINTMENT REQUEST FORM

Keep Your Estate Plan Up to Date!
Contact us today to schedule your FREE review meeting!

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Phone

Location

Address City State / Province / Region ZIP / Postal Code Country

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