Your First Name
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Your Last Name
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Before we begin, we just need a couple more things from you.
Your Phone number
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Your Email
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Address
Street Address
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City
State
Country
Enter your country
Postal Code
Do you currently have a valid will or trust?
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Yes, both
I have one or the other
No
Have you reviewed and updated your estate documents within the last 3 years?
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Yes, everything is current
Yes, but it's been more than 3 years
No / Not sure
Do you have a healthcare directive, living will?
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Yes
I'm not sure / It may be outdated
No
Have you named a durable power of attorney, POA?
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Yes, and it's documented
I've discussed it but not formally documented
No / Not sure
Have you documented who will care for dependents or family members with special needs?
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Yes, with legal arrangements in place
We've talked about it, but no legal plan yet
No / Not applicable
Have you named beneficiaries on all financial accounts, IRA, 401(k), life insurance, etc.?
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Yes, and I've reviewed them recently
Yes, but I haven't reviewed in a while
No / Not sure
Do you have Transfer on Death, TOD, or Payable on Death, POD, designations where applicable?
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Yes
Not sure
No
Have you reviewed how your estate may be taxed or subject to probate?
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Yes, with a financial or legal professional
I've looked into it a little
No
Have you consulted a financial advisor or estate attorney about your plan?
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Yes, within the last 3 years
Yes, but it's been longer than that
No
Have you communicated your legacy and end-of-life wishes with family members?
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Yes, openly and recently
Yes, but not in detail
No
Does someone know where your important estate documents and account info are stored?
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Yes, everything is organized and accessible
Some of it is known, but not all
No / I'm not sure
Have you created a legacy letter, ethical will, or other personal message for your heirs?
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Yes
I've considered it but haven't done it
No
Do you have a plan for distributing personal property, such as heirlooms?
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Yes, it's clearly outlined
I have a general idea but nothing in writing
No
Do you have a plan to avoid or minimize probate?
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Yes, using tools like trusts or TODs
Possibly, but I'm not certain how it works
No / No plan in place
Do you have charitable gifts or legacy causes planned in your estate?
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Yes, and it's documented
Yes, but not formally documented
No