Estate Planning Readiness Quiz
Estate Planning Readiness Quiz
Are you prepared for the future? Take our Estate Planning Readiness Quiz to assess your current situation and ensure your assets and loved ones are protected. This quick and simple quiz will help you identify areas where you may need to take action.
- Evaluate your estate planning knowledge
- Understand the importance of having a plan
- Recognize crucial life events that may impact your estate
Do you have a plan in place for your assets when you pass away?
Yes
No
Do you have a guardian in place for your minor children?
Yes
I don't have minor children.
No
I am not sure.
Was your estate plan drafted more than 5 years ago?
Yes
No
Since your last estate plan draft, have you had a major life event occur such as a marriage, children, grandchildren, divorce, death of spouse, etc.?
Yes
No
Since your last estate plan draft, have you had a major financial event occur such as selling your business, starting a business, receiving an inheritance, etc?
Yes
No
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