Section A: Estate Planning Foundation

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

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