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

  • In a challenging divorce, Attorney Erin Birt resolved parenting conflicts for the best interests of a teen daughter. Mother Sarah was concerned about father John's disinterest, while John felt Sarah was controlling. Erin, serving as GAL (Guardian ad Litem), utilized mediation skills and investigation protocols to prioritize the teen's well-being, prevent litigation, and repair co-parenting harmony. Read On

  • Successfully resolved custody dispute for a child with a first responder father and full time working mother, prioritizing child's well-being and fostering co-parenting harmony. Read On

  • In the face of financial turmoil due to her husband's gambling addiction, a young mother sought to relocate with her children for family support. With strategic negotiation, a divorce attorney secured their move while preserving father-child bonds, all while keeping costs low and achieving client satisfaction. Read On

Family Centered Divorce ∙ Mediation ∙ Co-Parenting

Birt Family Law is the family centered law and mediation practice with a focus on Restorative Divorce; offering creative and supportive legal and mediation solutions with one goal: keeping the separating family out of court and working together towards a positive resolution.

We offer multiple options to achieve this goal including mediation, coaching, co-parenting strategies, and Restorative Divorce services. 

Are we the right fit for you?

Birt Family Law is committed to keeping the separating family out of court and working together towards a positive resolution.

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