Estate Planning Checklist
Review the following statements to see if you need an updated estate plan. Use the checklist below to
identify any "holes" in your current documents or planning. Remember, estate plans can and often
Health Care Questionnaire
The following questions can help start the critical conversation about end of life issues with your
loved one. Ask your loved one to fill it out based on their wishes or you can go over it and fill it
out with them. This quiz will likely open up the door to even more conversations and help you
get to the bottom of your loved ones end of life wishes.