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Profit from an Esta te Plan

6. Do you have certain requests regarding your death Yes No
and interment that you don’t want your family to
have to deal with in their time of sorrow?
7. Do you want to have a say in your medical care and Yes No
treatment, in the event that you are unable to voice
your directives to your medical team?

8. Do you currently have a living trust, will, or other Yes No
estate plan in place that is more than fi ve years old?
9. Do you wish to leave parts of your estate to people Yes No
or organizations not directly related to you or in
your line of succession (godchildren, family friends,
stepchildren, cousins, charities, alma maters, etc.)?
10. Do you have elderly family members, children, Yes No
or stepchildren with special needs for whom
you want to provide?
11. Do you have a blended family with assets and heirs Yes No
from previous relationships or marriages that you want
specifi cally directed, with as little friction or confusion
as possible?
12. Do you have heirs or benefi ciaries who may not Yes No
be fi nancially responsible, and whom you feel
will need an administrator or direction for their
inherited assets?
13. Do you have, or expect to acquire, assets that Yes No
you would like to continue to control even
after your death?
If you answered Yes to three or more of these questions, you should seriously
consider beginning the estate planning process. If you answered Yes to fi ve or more
of these questions, you must establish your estate plan immediately .

* Note: A blank version of this exhibit can be downloaded from www.trumpuniversity.com/

wealthbuilding101 for your personal use.
Probably the most frequent question I’m asked is, “Do I really need an
estate plan?” One of the most common misconceptions when it comes to estate
planning is to not worry if you don’t have a lot of assets. Let me state this very
clearly: Everyone should have an estate plan because everyone who owns assets
has an estate. No matter how big or small your estate is, everyone needs to have
some sort of estate plan in place to properly distribute their assets, by law, upon

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