Can Your Children Answer These 8 Estate Plan Questions?

 

Estate Plan Questions

#1:  What are the details of your durable power of attorney and advance medical directive?

 

#2:  Is there a living trust in the plan?

#3:  Do you know where the will is?

 

#4:  Who are the financial and legal professionals you work with?

 

#5:  Who are your doctors and what are your prescriptions?

 

#6:  What is your Social Security number and other personal information?

 

#7:  If you can’t stay in your home, where would you like to live?

 

#8:  What final arrangements do you wish to have in place?

 

 

These are the questions that we read today

 

Although it is from the US it is still very relevant for you today.

 

Yes we do have the full article & why don't you today complete the 5 minute checkup today as this will expedite your planning.

 

Also ask us for our last letter template that will help you & your children when they will want & need the answers tomorrow.


John McAuliffe

 

John Michael McAuliffe AFA, DipFp., BSc., DipTeach.