Estate Planning Quiz — Find Your Best Option

What's your current life stage?

Select the option that best describes you right now.

What's your marital status?

This helps determine how to structure asset transfer and beneficiary designations.

Do you have children under 18?

Minor children significantly affect guardianship and trust planning needs.

Do you own a business?

Business ownership can trigger special succession and tax planning needs.

What is the approximate value of your estate?

Use gross value (before subtracting a mortgage or other debt): include your home, investments, retirement accounts, and life insurance proceeds. Estate-tax thresholds use gross value, and the $1M+ band on this quiz routes to an attorney path.

Do you own property in more than one state?

A living trust avoids multi-state (ancillary) probate only for real estate actually deeded into the trust. Out-of-state real estate is a fact that should go to an attorney — this quiz routes a “yes” to the attorney path.

What prompted you to explore estate planning?

This helps us phrase your next step. It does not change your recommendation tier.

Do any of these apply to you?

Check every box that applies. Any of these facts belong with an estate-planning attorney, not a DIY kit.

A trust only works if you actually retitle your home and accounts into it. Are you willing to do that paperwork?

Signing a trust booklet does not move the house. If you will not fund it, a will is the better starting point.

Find Your Estate Planning Fit