Do you currently have a valid Will or Trust in place?
Yes, and it’s up-to-date
No, I don’t have one
I have one, but it hasn’t been updated in years
Have you named guardians for your minor children (if applicable)?
Yes, everything is documented
No, I haven’t thought about this
Not sure if what I did is legally binding
Have you Designated Someone to Manage Finances if You're Unable?
Yes, and ownership is clearly set up
No, I rent or only have simple assets
Yes, but I’m not sure how it transfers if something happens to me
Have you created healthcare directives and a durable power of attorney?
Yes, all documents are signed and current
No, I don’t have these at all
I think I did, but they may be outdated or incomplete
Does your family situation call for special planning—for example, a blended family, minor children, estranged relatives, or a loved one with special needs?
Yes, but we've planned for it and are ready
No, things are very straightforward
Possibly, but I’m not sure what that means for me
If something happened tomorrow, are you confident your family could access your accounts, property, and important documents without court delays?
Yes, everything is organized and clear
No, they’d be stuck figuring it out
Not sure—they might need to hunt for things
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