Estate Planning Intake

Complete Your Estate Planning Assessment

Answer a few quick questions to discover your current plan and next steps.

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Provide Your Estate Details for an Assessment

Enter personal and asset details to complete your estate planning assessment — this will show where you are and recommended next steps.

Complimentary planning checkup

Estate plan readiness assessment

Answer the questions below to identify potential gaps in your documents, beneficiary arrangements, incapacity plan, asset coordination and legacy strategy.

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Core documents

Do you have a signed will that reflects your current wishes?

Do you have a current revocable trust or have you determined with counsel that one is unnecessary?

Have your estate documents been reviewed within the last three to five years or after major life changes?

Incapacity planning

Do you have a durable financial power of attorney?

Do you have a health care proxy, advance directive and HIPAA authorization?

Have your agents discussed your financial, medical and long-term-care preferences with you?

Family protection

If you have minor children, are primary and backup guardians named?

Does your plan address blended-family, prior-marriage or unequal-inheritance concerns?

Does your plan protect beneficiaries who are minors, have special needs, face creditor risks or struggle with money management?

Decision-makers

Have you selected capable primary and backup executors or personal representatives?

Have you selected capable primary and backup trustees where needed?

Have you considered age, location, family conflict and whether a corporate fiduciary may be appropriate?

Assets and beneficiary coordination

Do you maintain a current inventory of assets, liabilities, ownership and approximate values?

Have retirement accounts, life insurance, annuities and payable-on-death accounts been coordinated with the estate plan?

Are major assets correctly titled and, if applicable, properly funded into your trust?

Tax and wealth-transfer planning

Have you evaluated potential federal and state estate, inheritance, gift and income-tax exposure?

Have significant lifetime gifts, prior gift-tax returns and family loans been documented and reviewed?

Does your plan address charitable goals, education funding and how wealth should benefit future generations?

Business and real estate

If you own a business, is there a current succession or continuity plan?

Are buy-sell obligations, key-person risks and funding arrangements documented and periodically reviewed?

Have you planned for real estate, farms, ranches or property owned in multiple states?

Digital assets and plan access

Is there a secure inventory and access plan for digital accounts, devices and cryptocurrency?

Do trusted people know where original documents and essential records are located?

Is there a regular review process involving your attorney, tax professional, financial advisor and insurance professional?

Answer the assessment questions to see your readiness results and planning priorities.

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Assessment result

Readiness by planning area

Recommended discussion priorities

Educational assessment only. A readiness percentage is not a legal opinion or determination that an estate plan is complete, valid or suitable. Laws and planning needs vary by state and circumstance. Review results with qualified legal, tax and financial professionals.

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Get Personalized Next Steps After Your Assessment

After you complete the assessment, we’ll review your responses and provide personalized next steps tailored to your goals. Schedule a consultation to discuss recommendations and begin implementing your plan.

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