Estate
Plan Review

Estate Planning Review

Does your estate plan meet your needs?

Does your estate plan meet your needs? Test your estate planning readiness with our simple online quiz. Your results will show after you click on "Calculate Score".

True	False	Value	Questions
		5	I have a will.
		10	I have a trust.
		2	I have not moved to a different state since last reviewing my trust and/or will.
		5	My marital status has not changed since I last reviewed my trust and/or will.
		5	I have taken the steps necessary to suggest a guardian for my minor child(ren) or other dependents, should this be necessary.
		4	I have no additional children or grandchildren since my trust and/or will were last reviewed.
		4	My children and/or spouse would need no assistance in managing property left to them by me.
		4	I have not experienced a significant increase or decrease in wealth since my last estate planning review.
		3	I have not given away or sold property that is designated to go to an heir.
		2	My special friends have been provided for in my estate plan.
		2	Everyone I have provided for in previous plans still needs the same amount and type of assistance.
		4	I have made adequate provisions for transferring business interests I may own.
		3	There are no persons for whom I would like to provide temporary help (e.g. education of children and/or grandchildren or supplement parents' retirement resources).
		4	I am aware of the amount of property I may leave tax-free under current federal and state law.
		5	I have a good idea of the amount of estate taxes that will be due at my death and have specified how each heir’s share should be reduced as a result.
		3	I am confident that the life insurance coverage I have is both necessary and adequate for the support of loved ones, payment of taxes (if applicable), and other estate settlement expenses.
		3	I am aware that it is necessary to designate beneficiaries for any balances remaining in my retirement accounts.
		3	I have ensured that proper beneficiary forms have been completed and are up to date.
		3	The person I have chosen to handle my estate settlement is still willing and able to serve.
		2	I am relying on joint ownership arrangements to handle some of my estate planning needs.
		2	I am aware that all professional advisors (attorneys, accountants, etc.) can furnish fee estimates upon request.
		4	My financial records are easily accessible and readily understandable.
		3	I have discussed my estate plan with my spouse, children or other family member(s).
		4	I have made a valid written Advance Health Care Directive and have duly appointed my agent to carry out my instructions in the event I can not make healthcare decisions on my own behalf.
		2	I have made my funeral and burial wishes known to my loved ones.
		2	I am aware that under some circumstances my heirs will not be allowed to remove the contents of my safe deposit box without court supervision.
		3	The charitable causes and institutions I support are remembered in my estate plan as I wish.
		4	I realize that by planning properly, it is possible to reduce estate settlement costs.


		Your Estate Planning Review Results

Disclaimer
We gladly provide the materials on this web page for informational purposes only. The information provided is a summary of important California related information, does not represent a complete discussion of the topics covered, does not relate to any particular person, entity, situation or occurrence, and does not constitute the formation of an attorney-client or other professional relationship.

The information provided does not constitute advertising, a solicitation, or legal advice. If you need assistance with a legal issue, you should seek advice from a licensed attorney in your state of jurisdiction. Kramer Radin, LLP expressly disclaims all liability relating to actions taken or not taken based on any or all materials on this web page.