1. Do you have a legally binding will that reflects your current wishes?

Pick the answer that applies best to you *

No, I don’t have a will

I don’t have one, but I’ve thought about it.

I have one, but I’m not sure if it’s still relevant.

Yes, but it hasn’t been reviewed in a few years.

Yes, it’s up to date and accurately reflects my wishes.

2. Have you designated a power of attorney for financial and healthcare decisions?

Pick the answer that applies best to you *

No, I don’t have one.

I know I should, but I haven’t set it up yet.

I have one, but I’m unsure if it’s still valid.

Yes, but I haven’t reviewed it in a while.

Yes, and I’ve discussed my wishes with them.

3. Are your beneficiary designations (on life insurance, retirement accounts, etc.) up to date?

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I have no idea who my beneficiaries are.

I think I set them, but I haven’t looked in years.

I have them set, but I’m unsure if they’re correct.

Yes, but it’s been a few years since I checked.

Yes, I review them regularly.

4. Does your estate plan account for taxes and probate costs?

Pick the answer that applies best to you *

I haven’t considered taxes or probate at all.

I’ve heard about these issues but don’t understand them.

I’m aware of the potential costs but haven’t taken action.

I’ve done some planning, but I’m not sure if it’s enough.

Yes, I have strategies in place to minimize them.

5. Have you outlined your healthcare wishes in a living will or advance directive?

Pick the answer that applies best to you *

No, I don’t have one.

I’ve thought about it, but I haven’t set one up.

I have one, but I’m unsure if it’s still relevant.

Yes, but I haven’t reviewed it recently.

Yes, and I’ve shared it with my family and executor.

6. Have you discussed your estate plan with your heirs or family members?

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No, I haven’t talked to anyone about it.

I haven’t discussed it, but I plan to.

I’ve mentioned it, but we haven’t gone into detail.

Yes, but only with a few key people.

Yes, I’ve had open and clear conversations.

7. Does your estate plan include provisions for long-term care or unexpected medical needs?

Pick the answer that applies best to you *

I haven’t thought about this at all.

I’m aware of the risks but haven’t planned for them.

I have some insurance, but I don’t know if it’s enough.

I’ve considered it, but my plan isn’t fully structured.

Yes, I have a strategy in place.

8. Do you have a succession plan for your business (if applicable)?

Pick the answer that applies best to you *

No, I have no idea what will happen to my business.

I don’t have a plan, but I know I need one.

I’ve thought about it, but nothing is formalized.

I have a basic plan, but it may need updating.

Yes, I have a clear plan for ownership transition.

9. Have you reviewed your estate plan in the last five years?

Pick the answer that applies best to you *

I don’t have an estate plan.

I haven’t reviewed it in a long time.

I’ve glanced at it but haven’t updated anything.

Yes, but only when a major life event occurs.

Yes, I review it regularly.

10. Does your estate plan align with your charitable giving goals (if applicable)?

Pick the answer that applies best to you *

I haven’t considered this in my plan.

I’d like to include charitable giving but don’t know how.

I donate, but my estate plan doesn’t reflect it.

Yes, but I haven’t optimized it for tax benefits.

Yes, I have structured giving built into my plan.

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