Free interactive quiz · 2 minutes

Estate Planning Readiness Quiz

See which planning conversations may deserve your attention in about two minutes.

See what is already in place.

Choose each statement that is true today. This is a private planning prompt and nothing is saved.

I have a current will or trust.I have chosen people to make financial and health-care decisions if needed.My beneficiary designations are up to date.The people close to me know where to find important records.I have reviewed my plan after a major life change.

Your starting point

0 of 5 foundations in place

A short list of next steps can make the process feel much more manageable.

Ready for a next step

Turn your answers into a plan.

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Tools are educational only. They do not provide legal advice and do not save your answers.