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Estate Planning Report Card

Is your Estate Planning in Order?

Test your knowledge with our Estate Planning Basics Report Card:

  1. Last Will and Testament
  2. Trust (if applicable)
  3. Durable Power of Attorney
  4. Living Will and health care surrogate designation
  5. Inventory of all your assets (so loved ones can identify account numbers, if safe deposit box – the key – identify where the assets are located, etc.)
  6. Are the beneficiary designations on your life insurance up-to-date?
  7. Do you have all your creditor info written out so family members can notify of your death (mortgage company, credit cards, utilities, etc.)?
  8. Have you pre-paid or pre-arranged your funeral?
  9. Are your important papers organized (birth/marriage certificates, immigration/citizenship papers, prenuptial agreements, Veteran discharge papers)?

If you are in need of estate planning assistance in Tampa or Brandon, Florida, please contact attorney Laurie Ohall to get your affairs in order.

 

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