Question 1 : If you passed away today, do you have a dedicated, tax-free cash asset (like life insurance) available to cover final estate taxes and administrative fees? *

Yes

No

Question 2 : Does your named Successor Trustee (the person in charge) know the exact location of the original Will, Trust, and all account passwords? *

Yes

No

Question 3 : Are all your primary heirs (children/beneficiaries) aware of your current plan and comfortable with the distribution of assets? *

Yes

No

Question 4 : Have you ensured all your major assets (home, brokerage accounts) have been correctly re-titled in the name of your Trust? *

Yes

No

Question 5 : Do you have a professional advisor or attorney lined up to personally guide your Successor Trustee through the entire administration process? *

Yes

No