If Tomorrow Came Too Soon…
Would Your Family Be Safe and Secure?

Don’t leave their future to chance. Take this 2-minute checkup to see if your estate plan protects what matters most.

Start a Quick Survey Now!

Do you have a valid will or trust in place?

Without proper legal documents, state laws determine how your assets are distributed—which may not align with your wishes. *

Yes, I have current documents

No, I don't have any documents

I'm not sure if they're valid

When was your last estate plan review?

Life changes like marriage, divorce, new children, or major assets require plan updates to remain effective. *

Within the last 2 years

3-10 years ago

More than 10 years ago

Never reviewed

Have you legally named a guardian for your minor children or dependents?

Without legal guardianship designation, courts decide who raises your children—a process that can be lengthy and stressful for your family.

Yes, guardians are legally designated

No, but I have dependents

Not applicable- no dependents

Do you own your home or other real estate?

Real estate requires specific planning to avoid probate delays and ensure smooth transfer to your intended beneficiaries.

Yes, I own real estate

No, I don't own proerty

Have you saved more than $100,000 for retirement or investments?

Significant assets require strategic planning to minimize taxes and ensure efficient transfer to your beneficiaries.

Yes, over $100,000

No, under $100,000

Not sure exactly

Do you have a healthcare directive and power of attorney?

These documents ensure someone you trust can make medical and financial decisions if you're unable to do so yourself.

Yes, I have both documents

I have one not both

No, I don't have either

Are your major financial accounts up to date with beneficiary designations?

Retirement accounts, life insurance, and bank accounts with proper beneficiaries bypass probate and transfer directly to your loved ones.

Yes, all accounts are updated

Some are updated, others aren't

No, I haven't updated them

I'm not sure

If something happened tonight, would your family know where to find your documents?

Even perfect documents are useless if your family can't locate them when they're needed most.

Yes, they exactly where to look

They might figure it out eventually

No, they would have to search

Almost Done!

Thanks for checking your estate plan readiness. Fill out your information to receive your free Power of Attorney and get a free consultation with our Estate Planning Specialist

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