Answer a few questions about your life and assets, and get a personalized plain English guide to the documents you need, decisions to make, and steps to protect your family.
📄 Wills & Trusts🏥 Healthcare Directives⚡ Power of Attorney👨👩👧 Guardian Planning🏠 Probate Guidance
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Step 1 of 4
About you
Helps us tailor your estate planning guidance to your life stage
🎂 Your age range
📍 State of residence
💍 Marital status
🏥 Current health situation
Step 1 of 4
Step 2 of 4
Your estate & assets
Determines which planning strategies and documents are most relevant
💰 Approximate total estate value (assets minus debts)
🏠 Assets you own (select all that apply)
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Home or real estate
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Retirement accounts (401k, IRA, pension)
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Investment or brokerage accounts
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Life insurance policy
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Business ownership or partnership interest
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Digital assets (crypto, online accounts, intellectual property)
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Valuable personal property (jewelry, art, collectibles)
📋 Existing documents (select all you already have)
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A will (even if outdated)
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A living trust or revocable trust
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Power of attorney
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Healthcare directive / living will
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None of the above
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Step 3 of 4
Your family & wishes
Shapes beneficiary planning, guardian decisions, and trust recommendations
👶 Children or other dependents
🎯 Primary estate planning goals (select all that apply)
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Avoid probate and keep things private
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Protect children and name a guardian
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Plan for incapacity (who handles my affairs if I cannot)
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Minimize estate taxes
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Provide for and protect my spouse
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Leave something to charity
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Plan for business succession
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Protect beneficiaries from creditors or poor decisions
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Step 4 of 4
Your specific concerns
Helps us focus your guide on what matters most to you
⚠️ Any of these situations apply? (select all)
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I have no will and am worried about what happens
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My will is outdated (major life changes since I made it)
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Blended family — children from prior relationships
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Estranged family member I want to exclude
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Concerned about estate taxes on a large estate
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Unmarried partner I want to provide for
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Aging parent whose affairs I may need to manage
💬 Anything specific you want guidance on? (optional)
Step 4 of 4
Building your personalized estate planning guide...
Analyzing your situation and tailoring recommendations