Personalized Estate Plan Assessment Quiz

Evaluate Your Estate Plan in Minutes

An estate plan is more than just a will—it's a comprehensive roadmap to protect your assets, provide for your loved ones, and secure your legacy. Take this quick, interactive quiz to determine if your estate plan has all the essential components in place. Based on your answers, you’ll receive tailored recommendations to address any gaps and ensure your plan is complete.

Why Take This Quiz?

Your estate plan isn’t just about documents—it’s about peace of mind. By identifying gaps and addressing them proactively, you can protect your legacy, avoid unnecessary taxes or legal hurdles, and ensure your loved ones are cared for according to your wishes.

How the Quiz Works

Step 1: Answer a few simple questions about your current estate plan.
Step 2: Get instant feedback on which components are missing or need updating.
Step 3: Receive personalized recommendations and resources to strengthen your estate plan.

Tell us a bit about you...

First Name *

Last Name *

Email *

Phone *

1. Foundational Documents

Do you have a legally binding will? *

Yes

Is your will updated to reflect major life events (e.g., marriage, children, divorce)? *

Yes

Have you appointed a durable power of attorney for financial and healthcare decisions? *

Yes

Recommendations:

If “No” to any: "Creating a will is essential for distributing your assets and avoiding probate delays. Consider adding a power of attorney and healthcare directive to protect against incapacity."

2. Asset Ownership and Beneficiaries

Have you designated beneficiaries for all financial accounts (retirement accounts, insurance policies)? *

Yes

Are your assets titled correctly to avoid probate (e.g., joint ownership, payable-on-death accounts)? *

Yes

Have you created a trust to manage assets for beneficiaries? *

Yes

Recommendations:

If “No” to beneficiary designations: "Updating or adding beneficiary designations ensures seamless asset transfer and avoids probate AND properly creating and funding a trust will avoid probate."

3. Trusts and Special Situations

Do you have a revocable or irrevocable trust in place? *

Yes

Have you established a special needs trust for loved ones requiring additional care? *

Yes

Not Needed

Is your trust funded, and have you reviewed its terms in the past three years? *

Yes

Recommendations:

If “No” to trusts: "Trusts are critical for avoiding probate, reducing taxes, and protecting assets for future generations. Consider exploring trust options like revocable living trusts or special needs trusts."

4. Tax and Long-Term Care Planning

Have you taken steps to minimize estate and inheritance taxes? *

Yes

Do you have a long-term care strategy in place (e.g., insurance, Medicaid planning)? *

Yes

No - Am Over 50

No - I Am Under 50

No - I Am Under 40

Have you set aside funds or assets for potential healthcare costs? *

Yes

Recommendations:

If “No” to tax planning: "Estate tax strategies can save significant amounts for your heirs. Consider tools like irrevocable trusts or gifting strategies."

If “No” to long-term care: "Planning ahead for long-term care ensures access to quality care without depleting your estate."

5. Business and Digital Assets

Do you own a business, and does it have a succession or contingency plan? *

Yes to both

Yes, I own a business, no succession plan

No, I do not own a business

Have you included instructions for managing digital assets (e.g., email, social media, cryptocurrency)? *

Yes

Are these plans documented and accessible to your executor or trustee? *

Yes

Recommendations:

If “No” to business planning: "A business succession plan ensures your hard work is protected and continues seamlessly."

If “No” to digital asset planning: "Including digital assets in your estate plan prevents loss of valuable information and ensures proper management."

That is all. Click the SUBMIT button in the bottom right corner. Thank you!