Personal Legal Wellness Check-up

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Personal Legal Wellness Check-up

Personal Legal Wellness Check-up for Divorce or Parenting Matters in DuPage County

Please complete the below legal wellness check-up and contact us if you have any questions or concerns.

The personal legal wellness check-up is an assessment tool to understand better your current legal health. Understanding your current legal health is the key to preventing or minimizing legal troubles in your life. Our firm also encourages you to focus on personal client wellness and coparenting wellness.

Write or print out your responses to the below check-up, and review the checklist every year as many things in life quickly change. If you have questions or concerns, please contact us or a lawyer in your area.

LEGAL CHECK-UP QUESTIONS

  1. Do you have a will which has been revised within the past 3 years?
  2. Are there any estate planning changes which should be considered?
  3. Is your contract of employment, partnership (PC, etc.) agreement both current and adequate for your current needs?
  4. Are you adequately covered by policies of life, vehicle, liability (both personal and professional), disability, umbrella, and other insurance?
  5. Do you have any financial or liability exposures which are insurable but presently uninsured (e.g. disability insurance, umbrella policy)?
  6. Have the liability policy limits changed within the past three years?
  7. Are there any potential claims which could be asserted against you?
  8. Do you presently have a written and current listing of all important future dates, such as expiration, option, maturity and due dates?
  9. Have you within the past 5 years checked whether the Social Security Administration has properly accounted for your future benefits?
  10. Do you have a file, stored in a secure and fireproof location, containing all important documents (wills, securities, contracts, marriage/divorce papers, deeds, pension/profit sharing plans etc.)?
  11. Have you within the past 3 years reviewed the beneficiary designation on all documents which requires such information??
  12. Do you have a complete and current personal financial statement which lists in detail all of your personal assets and liabilities?
  13. Do you have a complete and current inventory of all of your physical possessions, sufficient to support a claim in the event of a loss?
  14. To the extent the foregoing questions are relevant to your spouse (if any) and minor children (if any) are there any matters or issues which should be updated, reconsidered or changed?
  15. To the extent there are persons other than spouse or children for whom you may have some responsibilities (e.g. aging parents) are there items or issues which should be updated or changed?

Have any of these questions caused you to consider taking some action or making some further review?

Is there any other major category of personal legal exposure which should be included on this summary list? (Please specify)

Preventative Legal Care

Our attorney, Erin Birt, can help you assess your current legal health. Why assess your current legal health? Not only will it help you organize important matters and documents for yourself and your family, it can prevent complex legal issues.  Contact us to discuss your questions and experience how we help our clients prevent legal troubles in their life and schedule a consultation and planning session with our experienced attorney.

Attribution: This checklist was created by trusted colleague, mentor, and mediator Forrest S. Mosten. He authorized its use to the members of his Mediation Practice Group on 10/26/21.

If you need to update your estate planning due to a divorce or parenting matter, read more about Wills FAQ, Changing a Will, Irrevocable Trusts, Revocable Trusts, and Special Needs Planning

Our Attorneys

  • Erin Birt

    Since 2003, Erin N. Birt, J.D., CADC has focused her practice on pa...

  • Tyler Birt

    Since 2007, Tyler Birt has been a legal assistant and bookkeeper fo...

  • Karen Hansel

    As Administrative Assistant at Birt Law, Karen’s involvement in dai...

Recent Case Results

  • Our client knew his wife was having an affair. She flaunted it. Soon after he left the marital residence, his fears came true, his wife had moved her boyfriend into his house with his kids. Our firm hired a private investigator to watch the house, monitor who was present at the house, and to ensure the safety of the children. Our attorney strived to resolve the case by settlement, but knew, if needed, she was absolutely prepared to present a well organized case to a judge that included putting the wife on the stand about her infidelities. Read On

  • Our client had limited income after devoting most of her adult life to raising children. She retained our firm on a limited scope basis to help her draft divorce paperwork. She would not have otherwise had access to justice for her children as she did not qualify for legal aid and did not have sufficient funds for an attorney to represent her on all issues. Read On

  • Our mediation clients were parents to a young child and the father had extended family in another country. By keeping the case out of court, we were able to focus on a new tradition post divorce for vacations and special times rather than relying on just the past actions or customs of the family while married. Read On

Our Services

We help clients successfully and peacefully start a new chapter in their lives.

We offer in-person and remote meetings with clients.  Now more than ever is the best time to have a divorce attorney to navigate court restrictions and reopenings. 

  Learn more about our plan to keep our clients safe and informed during the current COVID-19 pandemic.

Contact Us Today

Birt Law is committed to answering your questions about Family law issues. We'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

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