Do I Need a Will or a Trust?

Please fill out our short form to determine whether or not you should consider your Will and Trust options. In addition, we would love to offer you a free copy of our Estate Planning booklet. If you'd like to redeem the booklet, please scroll below the form. Happy planning!

Age Group

Under 3031-5051-70Above 72

What is your marital status?

Number of dependents?

None1-23 or more

Please select your approximate total assets

Under $100,000$100,000-$500,000$500,000-$1,000,000Above $1,000,000

Do you have specific wishes or preferences for care in case of incapacitation?

YesNo

Do you want the details of your estate and beneficiaries to be part of public record?

YesNo, I like my privacy

Will or Trust Score*

We are pleased to offer you a copy of a very informative booklet titled: Understanding Estate Planning.

Understanding Estate Planning

Would you like to receive a copy of the above booklet on Understanding Estate Planning?*

YesNo

First Name*

Last Name

Email*

example@example.com

No Estate Plan Needed at this time

Your Score on the above questions is: {willOr}

Remember, this is not a legal advice from an attorney. This is just based on your answers to the questions above. It seems like you are probably fine without an estate plan. However make sure you have “payable on death” notations on all your bank accounts, and a power of attorney if you are unmarried.

At least a Last Will and Testament

Your Score on the above questions is: {willOr}

Remember, this is not a legal advice from an attorney. This is just based on your answers to the questions above. It seems like you should have at least a Last Will & Testament, and should consider a Living Will with Advance Directives document too.

Comprehensive Estate Plan recommended

Your Score on the above questions is: {willOr}

Remember, this is not a legal advice from an attorney. This is just based on your answers to the questions above. It seems like you would benefit from a comprehensive estate plan. Your plan should include a Revocable Living Trust, Last Will & Testament, Powers of Attorney, and Living Will with Advance Directives.