- Have you done your estate planning…Wills, Trust, Power of Attorney for financial matters, Power of Attorney for Health Care?
- Where do you keep your original documents?
- Do you have a list of all of your bank accounts, investment accounts and retirement accounts?
- Have you designated who gets “specific gifts” (the things us kids will fight about if you don’t indicate who they go to)?
- Have you pre-arranged for a funeral/burial/cremation?
- Do you need to review your estate plan?
- Can I give you Trent’s number?
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