Personal Legal Wellness Check-up

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.


  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

  • Wife desired to have a doctorate in mental health services and relied heavily on her husband to care for their young children while she pursued her career goals. Our client reported that she lost focus on their relationship and likely started to date a fellow student. He did not want to make an issue of the new significant other but he had concerns about having a supportive co-parent and was stressed out about the financial burden of his wife's education, growing children, and increasing extracurricular expenses. Read On

  • Our client was in a very difficult marriage and she was wondering if divorce was the right choice for her and her children. She spent countless hours online trying to research what was best for her and her children. She quickly became overwhelmed with all of the options for parenting time and parenting schedules and tried to turn to family and friends for advice but they were always too busy or minimized her challenges. Read On

  • Our client was an executive at a local corporation and she balanced working full time and raising two children well. Her spouse, however, did not participate much in the rearing of their children and would often isolate himself in the basement rather than spend time with the children or family. The children were struggling with anxiety and issues at school and their father seemed to just check out. The father also worked but he appeared too busy or disinterested to care for the children. To stop the downward trend, our client hired our firm to proactively address the looming divorce. 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, reopenings, and backlog of cases. 

  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 and Mediation issues. We'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

The Law Firm of Erin N. Birt, P.C.
2100 Manchester Rd, #954
Wheaton, IL 60187
630-597-2231 (fax)