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Estate Complexity Checklist

Use this quick checklist to see whether your estate may be more complex than it seems.
Check every statement that applies to you.

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Home | Estate Complexity Checklist

Assets

Check all that apply.

Net Worth ⓘ Include all real property, retirement accounts, life insurance policies, RSUs, and liquid assets.

Our/My assets total $5 million or more

Our/My assets total $3 million or less

Our/My assets total between $3 million and $5 million

Our/My yearly family income is less than $500,000

Our/My yearly family income is greater than $500,000

Real Property

Our/My household does not own real property / real estate

Our/My household owns one home (no additional real estate)

Our/My household owns more than one home

Our/My household owns investment properties

Financial Assets ⓘ Liquid assets = cash, mutual funds, stocks, retirement accounts, marketable securities.

Our/My financial assets are exclusively liquid, aside from our/my primary residence

Our/My investments include assets beyond mutual funds and stocks (e.g., private equity, alternatives, crypto, options)

Location

Our/My property or business interests are located only in California

Our/My property or business interests are held in states or countries outside of California

Ownership

Our/My household has business ownership or a significant stake in a private company

Our/My household has no business ownership or private company interests

Decisions

Our/My bequests are 100% decided (we know exactly who should receive what)

Our/My bequests are not 100% decided

Our/My plan includes charitable bequests

People

Check all that apply.

Minor Children & Guardianship

Our/My family has agreed upon a guardian for our/my minor children

We/I have full buy-in from all concerned people regarding guardianship

Our/My selected guardian may require significant disruptions to our/my children’s lives (e.g., relocation, school changes)

Adult Children

Our/My adult children are fully capable of managing what they inherit

Our/My adult children are not prepared to inherit assets

Executor

We/I have selected an executor, and that person or firm has agreed

It is not clear who would be our/my executor

Power of Attorney & Health

It is 100% clear who will hold power of attorney and act as health care proxy

It is not clear who would hold power of attorney and act as health care proxy

Special Situations

Our/My family includes an heir with special needs

Our/My family is a blended family

We/I have explained our wishes to beneficiaries, and they support our decisions

We/I have not had conversations with our loved ones and beneficiaries about our wishes

We/I have had conversations with loved ones and beneficiaries, and there is disagreement or significant unhappiness

We/I anticipate difficult conversations with loved ones as we plan

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We’ll review your answers and reach out to schedule your complimentary initial consultation.

This checklist is for informational purposes only and does not create an attorney–client relationship.

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Practice Areas

Living Trust Based Estate Planning
Trust Administration and Probate
Multi-Generational Management

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Michael Blacksburg
Deb L. Kinney
Natalie Carrera
Stephanie Lawson
Lizann Persico

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