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Expatriate Risk Management

we insure the American Dream

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ExpatPlan:

plan for your family

ExpatPlan PREPARATION CHECKLIST

1.Please create a list of all of the full legal names of people who will be included in your plan:


You

Your spouse and children

Your beneficiaries who will receive assets from your estate

Your executor or personal representative

Any successor executor or personal representative if your first choice is unable to complete his/her responsibilities for any reason

Any guardian for your child(ren)

Any successor guardian for your child(ren) if your first choice is unable to complete his/her responsibilities for any reason


2.Please create a list of all of the full legal names and addresses of people who will serve as:


Durable Power of Attorney Agent

Health Care Power of Attorney Agent

Living Will Agent

Any successor Agent if your first choice is unable to complete his/her responsibilities for any reason

You have now decided to take this important step to create a plan for the future. To complete the ExpatPlan questionnaire as efficiently as possible, we recommend that you have some basic information readily available to complete our forms. With this information at your fingertips, preparing the documents to meet your needs should go very smoothly.

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our office

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Expatriate Risk Management, LLC

540 Frontage Road

Suite 2040

Northfield, IL 60093-1200

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