ESTATE & TRUST READINESS CHECK
U.S.–Taiwan Estate Planning Preliminary Questionnaire In about five minutes, identify possible needs involving wills, trusts, trust funding, cross-border coordination, and estate liquidity.
查看完整中文版 → Before you begin Provide only general information. Do not enter identification numbers, Social Security numbers, account numbers, passwords, or other sensitive information.
01 Which description best fits your current situation?
02 Which estate-planning documents do you currently have?
03 When were your documents last reviewed?
04 Do you have minor children or anyone who may need continuing support?
05 Where do you or your spouse own assets?
06 Which best describes your significant assets?
07 Do you expect to inherit property or other assets in Taiwan?
08 If you have a trust, were assets and account arrangements reviewed after it was signed?
09 Have account ownership and beneficiary designations been reviewed with your estate documents?
10 If you became unable to act, could someone manage matters in every country where you own assets?
11 Would available cash be sufficient for family needs, debts, expenses, and estate settlement?
12 Has life insurance been reviewed with your estate plan and beneficiary arrangements?
13 When would you like to address these matters?
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