What Estate Plan is the Best Fit for You?
The information submitted here will be used to send you a free personalized Best Fit Report to help you determine what type of estate plan might make sense for you. NO INFORMATION GATHERED FOR THIS REPORT IS STORED BEYOND THE GENERATION OF YOUR REPORT. We are big on privacy too, so we guarantee that we will not sell your information to anyone. This form and its corresponding report are not intended to be the substitute for legal advice nor establish an attorney-client relationship. Click below to acknowledge and begin!
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Some Information About You
Don't worry, we won't sell your information. This is so we can send you the report.
First Name
*
Last Name
*
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
City
State
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
IllinoisIndiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
MontanaNebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
PennsylvaniaRhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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Demographics
What is your age range?
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18 - 39
40 - 65
66 - 75
76 - 110
Marital Status?
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Single
Married
Divorced
Widowed
Committed Intimate Relationship
Is this your first marriage for the both of you or a subsequent marriage for either of you?
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First Marriage
Subsequent Marriage
Do you have children or step-children?
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Yes
No
Does you or your spouse have separate children?
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Yes
No
Do any of the children have special needs or are disabled?
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Yes
No
Do any of the children have a drug or alcohol addiction?
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Yes
No
Do any of the children have an untrustworthy spouse?
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Yes
No
Are any of the children under the age of 30 or bad with money management?
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Yes
No
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General Asset Information
Do you own any real estate? (Home, vacation home, business property, timeshare, mineral, or or gas interests)
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Yes
No
Do you own real estate in more than one state?
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Yes
No
Do you or your spouse have any assets which are considered "Separate Property"?
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Yes
No
What is the approximate value of your assets, including real estate?
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Concerns
What concerns do you want to make sure that your Estate Plan covers?
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Incapacity protection / avoid guardianship
Avoid probate or multiple probates
Avoid unnecessary taxes
Make things as simple as possible for your survivors (fast and efficient administration)
Set up is easy as possible for you (even if slower and more expensive administration)
Preserve assets from the costs of your long-term care
Protecting a family asset such as the "Lake Place" or "Farm"
Protect vulnerable beneficiaries (e.g. minors, special needs, disabled, etc.)
Ensure plan stays up to date when life circumstances and laws change
Ensure that the estate administration stays private (not public record)
Avoid costly and dramatic disputes and contests
What concerns do you want to make sure that your Estate Plan covers? (Married)
*
Incapacity protection / avoid guardianship
Avoid probate or multiple probates
Avoid unnecessary taxes
Ensure your assets don't get left to your spouse's new significant other or family
Make things as simple as possible for your survivors (fast and efficient administration)
Set up is easy as possible for you (even if slower and more expensive administration)
Preserve assets from the costs of your long-term care
Protecting a family asset such as the "Lake Place" or "Farm"
Protect vulnerable beneficiaries (e.g. minors, special needs, disabled, etc.)
Ensure the estate plan stays up to date when life circumstances and laws change
Ensure that estate administration stays private (not public record)
Avoid costly and dramatic disputes and contests
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Click Submit to get your Report
You will receive an email within about 5 minutes with your report. Be sure to check your spam filter if you do not see it hit your inbox. Thank you taking the first step in getting the right estate plan for you.
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