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Urgency Score
Do you already have a will, trust, power of attorney, or healthcare directive in place?
I have none
I have at least 1
I have all
No elements found. Consider changing the search query.
List is empty.
Do you have dependents or loved ones who rely on you financially (children, partner, aging parents, special-needs family members)?
Yes
No
Do you own significant assets—such as a home, retirement accounts, investments, or a business—that you'd want to protect or transfer?
Under $500k
$500k - $1M
$1M+
No elements found. Consider changing the search query.
List is empty.
Have you experienced (or are you expecting) a major life event—marriage, divorce, new child, home purchase, inheritance—in the past (or next) 12 months?
Yes
No
How urgent is it for you to have a clear plan in place right now?
1
2
3
4
5
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