Legacy Planning
Preparedness Quiz
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Full Name
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Your Phone number
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Your Email
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Street Address
City
State
Postal Code
When did you last review your estate plan?
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Within the past 3 years
More than 3 years ago
I have not reviewed it / I am not sure
Which best describes your current estate documents?
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I have both a will and a trust
I have either a will or a trust
I do not have either one
Do you have a living will or health care directive that explains your medical wishes?
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Yes, it is documented
I may have one, but it may need updating
No, I have not documented this
Have you named someone under a durable power of attorney, DPOA, to handle financial matters if needed?
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Yes, it is formally documented
I have discussed it, but have not finalized it in writing
No one has been named / I am not sure
Are written care instructions in place for dependents or loved ones with special needs?
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Yes, the arrangements are documented
We have discussed care, but have not finalized it in writing
No / This does not apply to me
Have you set up direct-transfer options on eligible accounts?
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Yes, TOD or POD instructions are in place where needed
I am not sure
No, I have not set these up
How current are the beneficiaries on your financial accounts?
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They are named and recently reviewed
They are named, but may be outdated
I have not named them / I am not sure
Have you considered how probate or taxes could affect your estate?
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Yes, I reviewed this with a professional advisor or attorney
I have done some basic research
No, I have not looked into it
Have you received guidance from a professional advisor or attorney about your plan?
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Yes, within the past 3 years
Yes, but not recently
No, I have not spoken with a professional advisor or attorney
Have you talked with family about your legacy and final wishes?
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Yes, we have had a clear recent conversation
We have touched on it, but not in detail
No, we have not discussed it
Could your family quickly find your key documents and account details?
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Yes, they are organized and someone knows where to find them
Some items are known, but the picture is incomplete
No / I am not sure anyone could find them
Have you made instructions for meaningful personal belongings?
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Yes, my wishes are written down
I know what I want, but it is not documented
No, I do not have a plan
Have you prepared a personal message for the people you leave behind?
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Yes, I have written one
I have thought about it, but have not completed it
No, I have not done this
Have you taken steps to avoid or simplify a probate case?
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Yes, I use tools such as trusts, TODs, or similar strategies
Maybe, but I am not confident the plan works that way
No, I do not have a strategy
Are charitable gifts or causes part of your legacy plan?
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Yes, they are included in my documents
I intend to include them, but it is not formalized
No, they are not part of my plan
