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Do I Need a Will or Trust?
Did you know everyone has an estate plan? Unfortunately, most people find this out too late! If you have no plan the State dictates what happens to you and your belongings in open and very public court!
Most Americans are unsettled by the thought of leaving very personal decisions up to courts, bureaucrats, and laws passed by politicians, not to mention the cost and loss of privacy.
Most know they need something, but what kind of plan? A Last Will and Testament? A Revocable Living Trust? A Living Will, and Advance Directives? All of these? Or something else? Its' easy to get overwhelmed, confused, and just never make a plan... until now..
What is your living situation?*
- Rent
- Own property with less than $50,000 in equity
- Own property with more than $50,000 in equity
Do you have children?*
- None
- Minor Child(ren)
- Healthy Adult Child(ren)
- Disabled Child(ren)

If you added up everything you own including clothes, electronics, cars, boats, jewelry, collectibles and everything else except real estate roughly how much would it be worth?*
- Less than $25,000
- $25,000- $50,000
- More than $50,000
Do you own property in more than one state?*
- No
- Yes

Do you care if lists of all your belongings are made public and details made available online?*
- No
- Yes, I like my privacy
If you are incapacitated, do you want to decide who manages your personal affairs, healthcare & assets?*
- No, my spouse or court appointee is ok
- Yes, I would like to select someone myself

Estate Planning Quiz