317-492-9569 info@applegate-dillman.com

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Legal Health Score

by Anna Bensley | Oct 12, 2021 | 0 comments

Welcome to your Legal Scorecard. This quiz will help you understand how you can better prepare for your future.

Full Name

Email

Phone

1

I have a Living Will.

Yes

No

2

I have Financial Powers of Attorney in place in the event I am incapacitated.

Yes

No

3

I have Healthcare Representatives in place in the event I am incapacitated.

Yes

No

4

I have a Last Will and Testament.

Yes

No

5

I have a Cremation Declaration and/or I have planned my funeral.

Yes

No

6

I have a Trust in place.

Yes

No

7

My Trust documents are up to date with current and accurate information.

Yes

No

8

I have not gifted any assets without the guidance of a legal professional.

Yes

No

9

I have a downsizing plan.

Yes

No

10

Those named in my legal documents are aware of my wishes.

Yes

No

11

My Estate Plan includes long-term care and benefits planning.

Yes

No

12

My family understands the levels of care and costs associated.

Yes

No

13

I have a personalized roadmap to guide my family through the care continuum.

Yes

No

14

I have an advocate for my care journey.

Yes

No

15

My family understands the type of treatment I wish to receive as I approach end of life.

Yes

No

Time is Up!

Time's up

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Applegate & Dillman Elder Law

Indianapolis Office:
2344 S. Tibbs Ave. Indianapolis, IN 46241

Phone: 317-492-9569
Fax: 1-800-533-4592
Email: info@dillmanlawgroup.com

Carmel Office:
140 N. Rangeline Road, Carmel, IN 46032

Zionsville Office:
1120 W. Oak St. Zionsville, IN 46077

Serving Indianapolis and the surrounding areas of Greenwood, Franklin, Beech Grove, Mooresville,
Plainfield, Avon, Danville, Brownsburg, Carmel, Fishers, Noblesville, Lawrence, Castleton.

Voted one of the three best estate planning lawyers in Indy!

Lisa M. Dillman

Rated by Super Lawyers

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