Lifeline Estate Services
Meeting Your Needs & Exceeding Your Expectations -
Now and In the Future
Estate Planning Checklist
Determine whether estate planning may be needed for you and your family.
Please answer each of the following questions YES or NO.
1. Has it been more than one year since you reviewed your estate plan, including your will, life insurance policies and any other documents?
*
Yes
No
2. If you or your spouse passed away today, are you uncertain about what would happen to your property?
*
Yes
No
3. If you became incapacitated, would your family have to go through court proceedings to carry on your affairs?
*
Yes
No
4. Does your will leave property to someone other than your spouse?
*
Yes
No
5. Do you have minor children or other people who are dependent on you? If you were not here to provide for them, would they be in financial trouble?
*
Yes
No
6. If a death occurred and court approval was required to release accounts for working capital, could it disrupt your farm, business or family life?
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Yes
No
7. Do you have children by a previous marriage?
*
Yes
No
8. Could your farm or business cause liability due to contract or an accident?
*
Yes
No
9. Do you own assets in your sole name?
*
Yes
No
10. Is anyone other than your present spouse listed as beneficiary on any life insurance policy or account?
*
Yes
No
11. Would you like to avoid probate of your estate?
*
Yes
No
12. Does the total value of you and your spouse's assets exceed $20,000.00 ?
*
Yes
No
Nevada NRS 146.080 states estates under $20,000 ...
13. Do you plan to gift any property prior to death?
*
Yes
No
14. If your current plan of distribution was followed, would assets have to be sold to pay expenses?
*
Yes
No
15. Are any members of your family unsure about their economic future in a family business?
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Yes
No
16. Do you own any property which has substantially increased in value since you originally acquired it?
*
Yes
No
17. Would potential nursing home expenses create a hardship for your family?
*
Yes
No
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If you answered any of the above questions
YES
, you may be in need of estate planning.
YES
answers indicate potential issues in the areas of tax, cost and delay of probate, or simply lack of a plan which carries out your wishes.
Planning can solve these problems.
Submit your answers to us, along with your name and contact info. One of Lifeline Estate Services administrators can assist you create a plan of your choices.
Name
*
Email
*
Telephone
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