This should take just a few minutes. Your Family Protection Score at the end.
Let's get started...

Do you have any estate planning documents in place right now? *

A full trust-based plan (trust, will, POA, healthcare directive)

Some documents (a will, or a trust but I'm not sure what else)

Nothing formal yet

I don't know

When were your documents last created or reviewed? *

Within the last 3 years

3-10 years ago

More than 10 years ago

N/A - I don't have any

Have any of these happened since you last updated your plan? (select all that apply) *

Do you own a home in California? *

Yes - and it's in my trust

Yes - but it's not in a trust

Yes - I have a will but no trust

Do you have minor children (under 18)? *

Yes

Have you legally named a guardian for your minor children in a notarized or witnessed document? *

Yes, it's signed and legally valid (witnessed or notarized)

I named someone but I'm not sure it's legally valid

Do you have life insurance or retirement accounts (401k, IRA)? *

Yes

Did you name minor children as direct beneficiaries on any of those accounts? *

Yes

I'm not sure

Do you own or co-own a business? *

Yes — and I have a succession/continuity plan

Yes — but there's no formal plan if something happened to me

Do you have a financial Power of Attorney naming someone to handle your finances if you're incapacitated? *

Yes, done within the last 3 years

Yes, but it's older than 3 years

Have you named a healthcare agent to make medical decisions if you can't speak for yourself? (Advanced Healthcare Directive) *

Yes, done within the last 3 years

Yes, but it's older

Do the people you've named in your plan (trustees, agents, guardians) know what's expected of them and where to find your documents? *

Yes, they've been briefed and everything is accessible

They're named but we haven't talked through the details

Have you created an asset inventory (a written record of your accounts, property, insurance policies, and where your documents are located)? *

Yes, it's documented and my family knows where to find it

I have a general idea but nothing written down

Do you have a plan for your digital assets (online accounts, passwords, cryptocurrency, subscriptions)? *

Yes, it's part of my estate plan

I have a list somewhere but it's not formal

No, this hasn't been addressed

Your Family Protection score is ready.

Tell me where to send your Family Protection Guide, and you'll see your results on the next screen.

First name *

Email *

By continuing, you agree to receive your guide and occasional emails from Truce Resolutions. You can unsubscribe anytime.

Phone (optional)

Only if you'd like a call to talk through your results.

This should take just a few minutes. Your Family Protection Score at the end.Let's get started...

This should take just a few minutes. Your Family Protection Score at the end.
Let's get started...