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Zimmer Law Firm

Estate Planning & Elder Law Attorneys

513.721.1513

Request a Free Consultation

Request a Free Consultation

Our Firm
Services
Live Events
Webinars
- Wills, Trusts, & Nursing Care
- 8 Common Mistakes
Resources
Reviews
Contact

Trust Review Update Questionnaire

Home Trust Review Update Questionnaire

Trust Review Update Questionnaire

Estate Planning Review and Update Questionnaire

Please take 5 minutes to complete this questionnaire so that you may get the most from our time together when we meet to review your estate plan. For couples, the questions apply to each of you.

Your Name(s):

First

I. Trust Funding

1) Are there any bank accounts, C.D.'s, investment accounts, stocks, dividend reinvestment accounts, bonds, mutual funds, etc. not in your Trust's name? (Other than IRA’s, retirement accounts, and annuities)

Yes

No

Please explain

2) Is any of your real estate not in the Trust name? If so, please bring the latest deed with you to our Trust Review Meeting. Note, you can skip this if we have recorded a Transfer on Death Designation Affidavit for your property

Yes

No

Have you rolled over or opened new IRA's, Qualified Retirement Plans, or non-qualified retirement plans since we last worked with you? If yes, please bring a recent copy of your account statement to our meeting.

Yes

No

II. Have there been any changes in your life?

4) What events have occurred in your life since you signed your trust or last updated it?

A loved one who was to inherit has become incapacitated or died.

Your health (or your children or grandchildren) has changed.

An heir has become divorced, separated, or experienced serious marital difficulties

You have received or expect to receive a substantial inheritance.

You have or will soon turn age 72, and have anIRA, annuity, or retirement plan.

You own or have acquired a business or have a substantial change in your business.

5) Are there any other significance changes in your life or your family members since the creation of your trust or your last trust amendment?

Yes

No

Please describe:

Comments or additional information:

III. Are You Still Comfortable With Your Trustee and Agent Appointments?

6) Are you still satisfied with your selection of successor Trustees?

Yes

No

7) If you have minor children, do you wish to change the persons you named as guardians for them?

Yes

No

8) Are you still comfortable with the persons you named as property power of attorney agents?

Yes

No

9) Are you still happy with the persons you appointed to make health care choices for you if you are incapacitated? Or under your Living Will?

Yes

No

10) Have you made a HIPAA Authorization for Release of Protected Health Information prepared by Zimmer Law Firm?

Yes

No

11) Are you still happy with the distribution plan under your trust?

Yes

No

IV. Do any of the following apply to you?

12) I am concerned about how I can become eligible for Medicaid assistance with long-term nursing care either in my home or a facility, if I (or my spouse) become incapacitated., without having to spend my estate first

Yes

No

13) I want to add, delete, or change specific gifts to persons or charity under my trust

Yes

No

14) I would like to learn about protecting the inheritance I leave for my heirs from their legal predators, lawsuits, divorce, mismanagement, or undue influence.

Yes

No

15) I am concerned about how some of my heirs may handle money they would inherit and want to find out how I can protect their inheritance for good uses.

Yes

No

16) I have made loans to family members that I’d like to cancel at death.

Yes

No

17) I have made gifts to some of my heirs but not all of them, and I want to change my Trust to account for this.

Yes

No

18) My/our estate is now worth more than $11.7 million. (Don't forget to count everything when you make this calculation.)

Yes

No

19) I am concerned about protecting myself from legal predators such as lawsuits; legal claims, long term care costs or Medicaid spend--down rules.

Yes

No

20) Is there anything else you would like to share with us, information you need, or a matter with which you need assistance?

Yes

No

Please describe:

Date

MM slash DD slash YYYY

Signature

Date

MM slash DD slash YYYY

Signature

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What Our Clients Say

Some years ago, Barry Zimmer suggested we do a basic estate plan for our son when he went to college. We had no idea how important it would be! In our son's freshman year, he ended up in the hospital, and we were able to get crucial information about his condition because we had a health care ...

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Zimmer Law Firm

9825 Kenwood Road
Suite 201
Cincinnati, OH 45242

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Probate & Trust Administration
Elder Law & Medicaid Planning

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