Tacoma, Washington Estate Planning Attorneys :: Estate Planning Checklist for Your Individual Situation :: Pierce County, Washington Will & Trust Lawyer

Tacoma Office
Wells Fargo Plaza
1201 Pacific Avenue, Suite 2100
Tacoma, Washington 98402

Telephone: (253) 620-6500
Fax: (253) 620-6565

Seattle Office
One Union Square
600 University, Suite 2100
Seattle, Washington 98101

Telephone: (206) 676-7500
Fax: (206) 676-7575


1. Do you have a Will or Living Trust?	Yes No
Does it meet your family's needs?	Yes No
2. Is your estate, including retirement benefits and proceeds of life insurance, over $1,000,000? If so,	Yes No
Have you executed Trust Wills to reduce estate tax?	Yes No
Have you started a tax-saving program of gifts to family members?	Yes No
Have you thought about charitable gifts?	Yes No
Have you considered life insureance to help fund the estate tax liability?	Yes No
Does a family limited liability company make sense for you?	Yes No
3. Do you have an interest in a family business? If so,	Yes No
Do you have a strategy for reducing the estate tax cost for passing it on?	Yes No
Can you defer the estate tax attributable to the business?	Yes No
Have steps been taken to ensure a smooth transition of control?	Yes No
4. Do your life insurance and retirement plan beneficiary designations, your joint tenancy assets and any community property agreements conform to your overall estate plan?	Yes No
5. Do you have a Durable Power of Attorney to provide for continued management of your financial affairs and health care decisions in the event of your disability?	Yes No
6. How do you feel about (a) artificial life support; (b) organ donation; (c) how your remains should be handled? If you have specific wishes, have you documented them in writing?	Yes No

Don't wait for a vacation, major surgery or other significant life event before considering your estate plan.