Estate Planning Questionnaire

Step 1 of 5

Let's start with where you live

Estate planning laws vary significantly by state. Your state of residence determines which rules apply to your plan.

State of Residence

Please select your state to continue.

Step 2 of 5

Tell us about your family

Your family structure is the most important factor in determining what kind of estate plan you need.

Marital Status

👤

Single

👫

Married

👥

Divorced

💔

Widowed

🤝

Domestic Partnership

Please select your marital status.

Do you have children?

Yes

No

Please answer this question.

How many children?

1

Are any of your children under 18?

Yes

No

Is this a blended family? (step-children, prior marriages)

Yes

No

Do you have a dependent with special needs?

Yes

No

Step 3 of 5

What does your estate look like?

Don't worry about exact numbers. Rough estimates help us understand the complexity of your situation.

Estimated total estate value

💰

Under $100,000

Savings, personal property, small investments

🏠

$100,000 - $500,000

Home equity, retirement accounts, some investments

📈

$500,000 - $1 million

Significant home equity, multiple accounts, investments

🏆

$1 million - $5 million

Multiple properties, business interests, substantial portfolio

💎

Over $5 million

High-net-worth estate, potential estate tax implications

Please select an estimated value range.

What types of assets do you own? (select all that apply)

Real Estate

Retirement Accounts

Investments / Brokerage

Life Insurance

Business Ownership

Digital Assets / Crypto

How many properties do you own?

1

Step 4 of 5

What planning have you done so far?

It's okay if the answer is "nothing." Most people start here. Knowing what's in place helps us identify gaps.

Which of these documents do you currently have? (select all that apply)

Last Will & Testament

Living Trust

Power of Attorney

Healthcare Directive

How soon do you need your estate plan?

🔎

Just exploring

I want to learn what I need before committing

📅

Planning this year

I want to get this done in the next few months

⏰

Need it soon

A life event is motivating me to act now

⚠

Urgent situation

Health concerns or other urgent circumstances

Please select your timeline.

Step 5 of 5

What matters most to you?

Select the goals that are important to your estate plan. This helps us tailor recommendations to your priorities.

Select your planning goals (pick all that apply)

Protect my spouse

Provide for children

Avoid probate

Minimize estate taxes

Business succession

Charitable giving

Asset protection

Special needs planning

Please select at least one goal.

Let's start with where you live

Tell us about your family

What does your estate look like?

What planning have you done so far?

What matters most to you?

What you need

Why this recommendation

How to move forward

Get your personalized plan

You're all set!