Estate Readiness Quiz

Estate Planning Readiness Quiz

Do you have an estate plan?
Please make a selection.
If you answered no, please enter your email address or phone number below so that we may contact you to set up a no cost initial (virtual or in person) consultation, or you may contact us directly at (800) 828-7854.
If you do have an existing estate plan, please answer these additional questions to determine your estate planning readiness. Since your estate plan was first developed:
Have you gotten married or divorced?
Have you had a negative change in your health?
Have you moved to or from a different state?
Has it been more than seven years since your plan was established?
Have people in your original plan died, moved out of your life, or become unable to act as agents in your plan?
Did your original plan provide for guardianship for children who are no longer minors, and who can actually be named as agents in a new plan?
Do you have a child with Special Needs?
If you have answered yes to any of the above questions, a review of your plan may be in order. Contact us to set up a no cost initial (virtual or in person) consultation.
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Last Name
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Email
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