IFR

1. Last time you updated your will?
2. On file? YES or NO
3. Last time you signed your living will or medical directive?
4. On file? YES or NO
5. If your last paycheck was your last paycheck, where would your family or loved ones be financially?
6. Do you have 401K plans with your current or previous employer? YES or NO
7. Have you taken advantage of your Roth IRA opportunities? YES or NO
8. Are your life insurance beneficiaries currently reflecting how you feel about those relationships? YES or NO
9. Which companies do you currently hold your life insurance plans with?
10. On file? YES or NO
11. Have you reviewed these policies with the agent?
12. Has this been reviewed recently? YES or NO
13. On file? YES or NO
14. Banks, CDs, savings accounts—whom with?
15. On file? YES or NO
16. Real estate that you own that you do not live in?
17. On file? YES or NO
18. Do you have executor/executrix in the event of death?
19. If so, name and contact info?
20. Name of the CPA, accountant, attorney, doctor on file?
21. Are there any family members or individuals that we should not discuss your financial matters with unless accompanied by others you trust?