Enter Your Information to See Your Legacy Security Score

First Name *

Email *

Correlation Id

How current is your estate plan? *

Updated within last 2 years

Updated 3–5 years ago

More than 5 years old / never created

Does your estate plan include trusts? *

Yes, multiple trusts for tax and protection

One basic trust

No trusts

Section B: Wealth Protection & Taxes

How confident are you that your plan minimizes estate taxes? *

Very confident, with advanced strategies

Somewhat confident

Not confident

Have you considered divorce-proofing or lawsuit-proofing inheritances for your heirs? *

Yes, protections are in place

Somewhat—discussed but not finalized

Not considered

Do you use 7702 Accounts or similar tax-advantaged structures? *

Yes, as part of an integrated plan

Heard of them but not implemented

No, unfamiliar

Section C: Family Governance & Control

Do you have structures to ensure heirs use wealth wisely (values-based trusts, guardrails, distribution rules)? *

Yes, fully in place

Somewhat, but limited

No structures

Have you communicated your wishes clearly to your family (legacy letters, governance meetings, etc.)? *

Yes, with formal structure

Somewhat, informal discussions only

Not really

Section D: Stress-Testing & Future Readiness

When was your last legal or tax stress-test of your estate plan? *

Within 2 years

3–5 years ago

More than 5 years ago

How prepared is your estate plan for future tax law changes? *

Very prepared

Somewhat

Not prepared

Which best describes your overall approach to legacy planning? *

Advanced multi-generational planning

Basic will and estate documents only

No formal plan