Estate Plan Assessment

Evaluate your current estate planning status in just 5 minutes

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Why This Assessment Matters

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Why This Assessment Matters

Sarah explains what you'll learn from this quick evaluation

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Essential Documents

Do you currently have a will?

A will specifies how you want your assets distributed after death and names guardians for minor children.

This assessment is for educational purposes only and does not constitute legal advice. Results are based on general estate planning principles and may not apply to your specific situation. Please consult with a qualified attorney for personalized guidance.