Alycia Gutmann — Estate Plan
Review estate documents, beneficiary designations, account titling, and tax exposure.
Estate Plan Status
Critically overdue (966 days)Document Checklist
Last Will & Testament
Last reviewed Nov 15, 2023
Revocable Living Trust
Present — not yet reviewed by attorney
Durable Power of Attorney
Last reviewed Nov 15, 2023
Healthcare Directive / Living Will
Not on file
HIPAA Authorization
Not on file
Beneficiary Designations
Present — not yet reviewed by attorney
Estate Attorney
Margaret T. Holloway, J.D.