Colorado Probate Blog - Wade Ash Woods Hill & Farley, P.C.

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Annual Review Checklist

January is the perfect time for the annual review of estate plans, particularly if you have had significant changes in your life such as deaths, relationships or assets. Here are a few questions to help get started.

1. Do you have the right person named to administer your estate or trust?

2. Does your health care agent know your specific wishes in the event of a catastrophic accident or illness?

3. Have you completed your personal property memorandum to reflect specific gifts to your family or friends?

4. Does your family know your wishes regarding burial or cremation?

5. Have you told your Personal Representative where your records are kept?

6. If you have a revocable trust, have you completed transferring your assets to the trust?

If you have any questions or need help in your review, don’t hesitate to contact your attorney at Wade Ash.

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