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Estate Planning Checklist

ESTATEPLANNING DEFICIENCIES CHECKLIST

Complete the form below or download a copy here.

Do you have a Will or a Trust in place? Without proactive planning, state laws will determine how your assets pass, to whom they pass, and when they pass. This can lead to undesired results, and is perhaps the most costly way to pass assets to loved ones.
Has your Will or Trust been reviewed in the last two years? Even assuming that there have been no family or financial changes since your plan was last reviewed, there have been several major tax law changes. An out-of-date estate plan can be worse than no planning at all.
Does your current Health Care Power of Attorney permit the person of your choosing (spouse, child, family) to make emergency health care decisions for you in the event you are unable to do so?
Does your estate plan contain a customized plan to determine if you are mentally disabled?
Are you certain that your current estate plan will minimize possible federal estate taxes at your death, including taxes on your house, life insurance and IRA’s?
If you have a Revocable Living Trust in place as part of your estate plan, is your trust fully funded so that your family can avoid the delays and expenses of probate?
Have you taken steps to avoid possible will contests and disputes during the administration of your estate?
Does your estate plan protect your children’s inheritance in the event your surviving spouse chooses to remarry?
Have you recently checked the beneficiary designations of your retirement plans and life insurance policies, and are you confident that you have not listed your estate or any minor children as either primary or secondary beneficiaries?
Does your current estate plan provide creditor and lawsuit protection for assets passed to your surviving spouse?
Does your current estate plan provide creditor and lawsuit protection for assets passed to your children’s inheritance?
Are you confident that your current estate plan is income tax efficient?
Does your current plan protect your children’s inheritance from a divorcing spouse?
Are you satisfied with the persons you named as guardians of your minor children in your current plan?
Are you satisfied with the persons selected as executor and trustee in your current estate plan?
Are you confident that your executor, power of attorney, and successor trustee are prepared to act on your behalf when asked to?
If you answered No or Don’t Know to any of the questions, you can sign up for a no cost, no obligation estate planning consultation. Complete the bottom of this form and we will contact you to schedule the complimentary consultation.

Areas of Practice

At The McKay Law Firm, conveniently located in Chesterfield, Missouri, we focus on striving to exceed your expectations while helping you solve your legal matters as quickly and as efficiently as possible. We like to make our clients feel confident in putting their trust into our hands. That is why our mission is to provide each of our clients with legal representation focused on Trust, Respect, and Dedication.

  • Phone
    (636) 825-1300
  • Email
    [email protected]
  • Address
    215 Chesterfield Business Parkway, Suite A Chesterfield, MO 63005
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Schedule Your Free Consultation

Call Kyle at (636) 825-1300 to schedule your free consultation
or send an email using the form below:

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The choice of a lawyer is an important decision and should not be based solely upon advertisements. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

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