Estate Planning Preparedness Quiz
Estate planning doesn’t have to be overwhelming—but not having a plan can be. This Estate Planning Preparedness Quiz is designed to help you understand how protected you really are, identify potential gaps, and feel more confident about the next steps. It’s quick, easy, and meant to give clarity—not pressure.
Question 1: Let's start simple—do you have a will?
Question 2: Picture this—you get hit by a bus tomorrow. Could your family find your important documents within 48 hours?
Question 3: If you have kids under 18, who's raising them if you can't?
Question 4: You're in the hospital and can't speak for yourself. Does anyone actually know what you'd want?
Question 5: You wake up from a coma in six months. Who's been paying your mortgage and keeping the lights on?
Question 6: Quick—who's listed as the beneficiary on your retirement account and life insurance?
Question 7: Have you ever sat down with your family and actually talked about what happens when you die?
Question 8: If your income disappeared tomorrow, how long could your family maintain their life?
Question 9: You have 10,000 photos, 47 online accounts, and a Spotify playlist you spent years curating. What happens to all of it when you're gone?
Question 10: Since you last looked at your estate plan (if you have one), have you gotten married, gotten divorced, had a kid, bought a house, started a business, or come into money?
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Well... this is awkward.
Code Red: A Judge Might Pick Who Raises Your Kids
Here's the truth: if something happened to you tomorrow, your family would be left with a mess—and a stranger in a courtroom would be making the big decisions. Who gets your stuff? Who raises your kids? Where does your money go? Without a plan, the state has a default answer for all of it. Spoiler: you probably won't like it.
The silver lining? You're here. You're reading this. That means you're ready to stop winging it. Estate planning isn't about expecting the worst—it's about protecting the people you love from chaos.
Let's fix this. Schedule a consultation to build your estate plan from the ground up.
You've thought about it. Thinking isn't doing.
Winging It: Hopes and Prayers Aren't a Legal Strategy
You're not totally in the dark—you know this stuff matters. But right now, you're relying on assumptions: that your family will "just know," that things will "work out," that you'll "get around to it." Here's the problem—none of that holds up when it counts.
The good news is you don't have to overhaul your whole life. A few key documents could take you from "hoping for the best" to "actually protected."
Let's turn good intentions into a real plan. Book a consultation today.
Past you was responsible. Present you has some catching up to do.
"The Dusty Folder: You Started, But Life Kept Moving"
At some point, you handled this. You got documents signed, maybe had some hard conversations, and felt like a real adult. But that was a few jobs, a kid, or a house ago—and your estate plan has been collecting dust ever since.
Here's the thing: an outdated plan can be just as messy as no plan. If your documents don't match your life anymore, they can cause confusion, conflict, or even legal battles for your family. Time to revisit.
Schedule a review and make sure your plan still fits your life.
Honestly? Impressive.
Gold Star: You've Actually Got Your Act Together
You've done what most people avoid until it's too late. Your documents are in place, your people know the plan, and you're keeping everything updated. Your future self—and your family—will thank you.
Even great plans deserve a check-up now and then, especially when laws change or life throws curveballs. But for now, enjoy the peace of mind. You've earned it.
Want a professional to double-check your plan? We're happy to take a look.
You've done more than 90% of adults. Let's finish strong.
Almost There: You're Ahead of Most People
Give yourself credit—you've actually done the work. You've got documents, you've had conversations, and you've thought through the hard stuff. That puts you way ahead of most people.
But "almost there" isn't "done." There might be a beneficiary you forgot to update, a digital asset plan you never made, or a document that needs a second look. You're close to airtight—let's make sure nothing slips through the cracks.
Book a quick review to button up the details.
