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? * 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? * 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

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.

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Lifeline Estate Services

Meeting Your Needs & Exceeding Your Expectations -
Now and In the Future

Estate Planning Checklist

RESOURCES

For more information or brochure, contact Lifeline Estate Services to have one of our experts contact you:
Send Lifeline an email now.

Call Lifeline today!

Lifeline Estate Services

Meeting Your Needs & Exceeding Your Expectations -Now and In the Future

Estate Planning Checklist

RESOURCES

For more information or brochure, contact Lifeline Estate Services to have one of our experts contact you:Send Lifeline an email now.

Call Lifeline today!

Meeting Your Needs & Exceeding Your Expectations -
Now and In the Future

For more information or brochure, contact Lifeline Estate Services to have one of our experts contact you:
Send Lifeline an email now.