Survey

Do you have a will? *	Yes No
Do you have a Durable Power of Attorney? *	Yes No
Do you have a Living Will? (Different from previous question.) *	Yes No
Do you have a HIPAA disclosure form? *	Yes No
Do all of your non-probate assets have properly executed beneficiary designations? *	Yes No
If you have a Trust, is it properly funded?	Yes No
If you have created a corporate or partnership entity, have you followed the annual management requirements? *	Yes No
Do you have a properly executed declaration of guardian form? *	Yes No
Have you used estate planning forms that are approved for use in Texas? *	Yes No