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Home / Legacy Readiness Check

Legacy readiness check

How ready is
your legacy?

8 questions, about two minutes. See what your plan covers today and what is missing. Your answers stay on this device.

Question 1 of 8

01Do you have a will or trust that reflects your current wishes?

Documents signed years ago may no longer match your family, your assets or current Tennessee law.

Yes No Not sure

02Have you named someone to handle your finances if you cannot?

This is usually done with a durable power of attorney.

Yes No Not sure

03Have you named someone to make health care decisions for you?

An advance health care directive names that person and records your wishes.

Yes No Not sure

04If you have minor children or dependents, have you named a guardian for them?

Yes No Not sure No minor children or dependents

05If you have a trust, have your accounts and property been retitled into it?

A trust only controls what it owns. Unfunded assets may still pass through probate.

Yes No Not sure I do not have a trust

06Have you reviewed your plan since your last major life change?

A marriage or divorce, a birth or a death, a move, a new business or the sale of one.

Yes No Not sure I do not have a plan yet

07If you own a business, is there a written plan for who takes it over?

A buy-sell agreement or a succession plan, for retirement, disability or a sale.

Yes No Not sure I do not own a business

08Have you talked with your heirs about what they will receive and why?

Preparing the people who inherit is as much a part of a legacy as the documents.

Yes No Not sure

0% ready

Your result

Where to start

Already in place

Discuss my results with Ed Or call 423-305-1704

This check is general information only. It is not legal advice and does not create an attorney-client relationship. Your answers stay in your browser: nothing is sent to us unless you choose to contact the firm.

Business and estate planning counsel throughout Tennessee.

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6918 Shallowford Road, Suite 320
Chattanooga, TN 37421
ed@4sightlegalservices.com
423-305-1704

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4Sight Legal Services, PLLC. Responsible attorney: J. Edward Nanney, 6918 Shallowford Road, Suite 320, Chattanooga, TN 37421. The information on this website is general information, not legal advice. Contacting the firm does not create an attorney-client relationship.

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