What estate planning have you done so far and what concerns do you have?
What is the primary goal of your estate plan? Avoiding taxes? Providing for your family? Charitable giving?
Do you have a will, living will and health care proxy?
Do you have a durable power of attorney in the event you cannot be reached or cannot make decisions?
Does your estate plan include trusts and, if so, have you opened and funded them?
What is your plan for providing for and gifting to you heirs?
What is your charitable giving strategy and how do you fund donations and make grants?