This Florida lawyer has written legal forms, books & articles for West,
ALI-ABA & the Fla. Bar Journal and is rated AV by Martindale-Hubbell.
Florida probate, real estate and corporation lawyer Martin and his
associate Smith also consult on wills, trusts, contract and litigation
law.
AREAS OF PRACTICE
ESTATE PLAN AND ASSET
PROTECTION PLAN
REVIEW CHECKLIST
Copyright 2006 by James W. Martin. All
rights reserved.
Download as PDF
Name(s):
_______________________________________________________
Date: ____________________, 20___
Yes No
1. ____ ____ Have you inherited or otherwise acquired
additional assets?
2. ____ ____ Have there been any births, deaths, marriages,
or divorces in your immediate family since your will was made?
3. ____ ____ Have any of the persons you provided for died?
4. ____ ____ Are there any persons not named in your will
who you would like to provide for?
5. ____ ____ Are there any gifts you would like to change?
6. ____ ____ Has any of the property specifically given in
your will been sold, lost or otherwise disposed of?
7. ____ ____ Have you made any large gifts or loans to any
person who is named in your will?
8. ____ ____ Have you moved since your will was made?
9. ____ ____ Has your named Personal Representative died or
moved away?
10. ____ ____ If you have a living trust, is the list of
assets on Schedule A current and correct?
11. ____ ____ Are your vehicles titled only in the name of
the principal driver?
12. ____ ____ Do you have umbrella liability insurance
coverage?
13. ____ ____ Do you have copies or scanned images of all of
your
legal documents, personal information, and financial information in a
safe place
in the event of an emergency evacuation?
