Do You Really Need a Trust? Find Out Now!

In just one minute, assess how vulnerable you may be without proper estate planning. This quiz helps you understand whether a trust is right for you and what steps you can take to safeguard your family, assets, and future.

First Name *

Last Name *

Phone *

Email *

1. Do you currently have any kind of estate plan in place? *

Yes, a full estate plan including a trust

I have a will but no trust

I have some documents, but I’m not sure what they mean

No estate plan at all

2. Do you own a home, real estate or business in California? *

Yes

Not yet, but I plan to soon

3. Do you have children under 18 or dependents who rely on you financially? *

Yes

Not yet, but it’s part of my plan

4. If something happened to you today, who would be in charge of your finances and healthcare decisions? *

I’ve legally named someone for both

I’ve had the conversation, but it’s not legal

I have no idea

5. Are you concerned about your estate going through probate? *

Yes, I want to avoid it

I’m not sure what that is

No, it doesn’t concern me

6. Do you have assets you’d like to protect from lawsuits, creditors, or divorce? *

Yes

I’m not sure if my assets are protected

7. Do you have someone in your life with special needs or a disability who depends on you? *

Yes

Possibly in the future

8. If you were temporarily incapacitated, would your loved ones be able to access your accounts, pay bills, or make medical decisions on your behalf? *

Yes, everything is legally set up

Maybe, but I’m not certain

9. How confident are you that your loved ones would know exactly what to do if something happened to you? *

Very confident

Kind of confident

Not confident at all

10. What’s your top priority when it comes to planning? *

Protecting my family

Avoiding probate

Minimizing taxes

Protecting my privacy

I don’t know where to start