Annual Review Checklist
Is your Will current and does it reflect your wishes?
Is your Trust current and does it reflect your wishes?
Is your Durable Power of Attorney current?
Is your Medical Power of Attorney current?
Do you have an Identity Theft plan in place?
Is your current Life Insurance structured properly?
Is your Umbrella Liability protection in place and does it meet your needs?
Has titling been reviewed and updated on the following accounts:
Bank Accounts
Investment Accounts
Life Insurance
Other:______________________________________
Have beneficiaries been reviewed and updated on the following accounts:
Bank Accounts
Investment Accounts
Life Insurance
Other:__________________________________
Have your taxes been reviewed in the last three years for savings and accuracy?
Are you comfortable about Required Minimum Distribution (RMD) planning?
Does your LTC plan still meet your needs?
Does your Final Expense Planning still meet your needs?
Do you have your safe deposit box set up to avoid probate?
Click here to add text.
Complete the following section ONLY if you are a coaching candidate!
All information is held in the strictest confidence and will never be shared.
Tangible Assets
Residence $
Other Real Estate $
Life Insurance
Life Insurance $
(Husband)
Life Insurance $
(Wife)
Cash, Savings and Investments
Emergency Fund $
Certificates of Deposit $
Stocks and Bonds $
Mutual Funds $
Annuities $
IRA's $
401k, Pension, etc. $
Debt:
Mortgage/Rent $
Auto $
Credit Cards $
Loans $
Other $
Monthly Income-Source
Employment $
Social Security $
Interest/Dividends $
Rental Income $
Pension/Retirement $
Trust $
Approximate MONTHLY expenses: $
Are you comfortable with your current cash flow?
Are you expecting any significant change in cash flow?
Are you anticipating any major lifestyle changes...
i.e. marriage, moving, major purchases, etc.?
Comments or Questions?
