Estate Plan Checkup

10 quick questions → a score, your top 3 priorities, and next steps. Educational only

1) Do you own real estate in more than one state? Yes No

2) Are you married or in a committed partnership? Yes No

3) Do you have minor children (under 18) or other dependents? Yes No

4) Will any beneficiary need to preserve eligibility for means‑tested benefits (special needs)? Yes No

5) Do you own an operating business or professional practice? Yes No

6) Approximate net worth (all assets minus debts) Under $1M $1–5M $5–10M $10M+

7) Is avoiding probate and keeping affairs private a priority? Yes No

8) Do all major accounts have up‑to‑date beneficiary/TOD/POD designations? Yes, all set No, some are missing Not sure

9) Do you co‑own any property or accounts with anyone other than a spouse? Yes No

10) When did you last update your will/trust/POA/beneficiaries? Within 3 years 3–7 years ago 7+ years ago Never / not sure

This checkup is educational and not legal advice. Talk to a qualified attorney about your situation.

—

Your Estate Plan Health

See all tailored recommendations

Email my results