Ask Yourself These Questions

  • Do I have a will? Is it updated and do my loved ones know where I keep it?
  • Who are my Professional Advisors – Attorney, Banker, Insurance Agent, Tax advisor, and more?
  • Do I have a record of all the things I own and a detailed list directing how my assets should be distributed?
  • Have I prepared for my final wishes so they are carried out and respected at the time of my passing?
  • Could my spouse or heirs easily settle my estate?
  • If i were in a serious accident tomorrow, who would step in to handle my affairs?
  • If something happened to me or my loved ones, would I be prepared?
  • Do I really want my family to deal with all my stuff after I am gone?
  • What is my Legacy?

If you have trouble answering these questions, you need the Lifetime Legacy Planner.

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