How Prepared Is Your Estate Plan?

Whether you've never created an estate plan or simply haven't reviewed it in years, this complimentary assessment can help you evaluate your current level of estate planning readiness.

In just a few minutes, you'll receive your Estate Planning Readiness Score and identify common planning areas that may deserve your attention.

What You'll Learn

By the end of this assessment, you'll have a better understanding of:

✅ Whether your current estate plan still reflects your wishes

✅ Whether major life changes may have affected your planning

✅ Whether your loved ones would know what to do if something happened to you

✅ Whether it may be time to review or update your estate plan

Who Is This Assessment For?

This assessment is designed for individuals and families who:

🏡 Own a home or other assets

👨‍👩‍👧 Want to make things easier for their loved ones

📄 Already have an estate plan and want to know if it should be updated

🌱 Are just beginning to think about estate planning

Before You Begin

⏱️ Takes about 3 minutes

📋 Receive your Estate Planning Readiness Score

💻 Complete it from any device

💲 Complimentary and no obligation

Start the Assessment Below