Last Will and Testament
1. Disinherit the former spouse, or reinstate him/her as beneficiary?
2. Should a New Will be drawn?
a. Who should be Executor/Executrix?
b. Trustee of any Testamentary Trusts?
c. Estate Planning should be reviewed
Children
1. What does the Agreement require in a Will?
2. Should Trusts be established for minor children?
3. Is there a need for a Supplemental Needs Trust?
4. Who will act as Trustee?
Life Insurance
1. Is an Irrevocable Life Insurance Trust appropriate?
2. Trustee?
Health Care Proxy
1. Is current named Agent appropriate to make medical decisions?
2. Should a new HCP be prepared?
Power of Attorney
1. Is the current named Agent appropriate to make financial decisions?
2. Should a new Power of Attorney be prepared?
Retirement Accounts
1. What does the Agreement provide for each of these assets?
2. What needs to be done?
3. Is a QDRO required?
a. If so, has it been prepared?
b. If not, when and who pays?
c. Has a professional been designated?
Real Estate
1. Release of Liability?
2. Mortgage?
3. Home Equity loan?
4. Deed Transfer?
5. Quitclaim Deed executed?
6. Professional identified?
7. Who pays?
8. Escrow required or refunded?
