Multiple-Choice Quiz

Check All The Statements That Apply

I'm married with a blended family.

I have minor children.

I have a family member with special needs.

I have a family member with creditor problems or other special circumstances.

I have estate planning documents that were prepared in another state.

I have estate planning documents that are over 3 years old.

I don't have any estate planning documents.

My estate plan consists only of my will.

I have a revocable living trust, but I'm not sure if I've completely funded the trust.

I own a business.

I've got some other factor I think is important but that's not listed here.

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Check All The Statements That Apply

I'm named as an executor in the will and I'm not sure what should happen next.

Someone died without a will and I'm not sure what should happen next.

I've been appointed by the court as executor of a deceased person's estate.

I've been told I have to file an inventory and accounting but I don't understand what I should submit.

The inventory or accounting I've filed has been rejected.

I want to sell real estate of a decedent but don't know how to do so.

I want to access bank accounts of a decedent but don't know how to do so.

I'm a beneficiary of a decedent's estate, but I can't get any information about the assets.

I paid for the deceased's funeral or other expenses and don't know if or how I'll get reimbursed.

I've got some other problem that's not listed here.

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Check All The Statements That Apply

I have been appointed by a court as a guardian and/or conservator for an incapacitated adult.

I’ve been told I have to file an inventory and accounting but I don’t understand what I should submit.

The inventory or accounting I’ve filed has been rejected.

I’ve tried to help an incapacitated adult with their banking but I keep being told I don’t have the power to do so.

I think the incapacitated adult needs to be given different medical treatment, but the doctors won’t let me direct care.

The incapacitated adult doesn’t understand that they need help and won’t let me do anything.

The incapacitated adult is forgetful and disoriented and I worry about their safety.

The incapacitated adult doesn’t have any family in the area and I worry about who will step up to manage their affairs.

I’ve got some other problem that’s not listed here.

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