Not Just for Boomers Assessment

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TERMS OF USE

By using this website and purchasing our products or services, you agree to the following terms:

Educational Use Only:
- Our tools and content are for personal, non-commercial, informational use. They are not a substitute for professional legal, financial, or medical advice.
No Attorney-Client Relationship:
- Communication through this site does not constitute legal representation or create an attorney-client relationship.
Limitation of Liability:
- We do not guarantee legal outcomes or results. Not Just for Boomers, LLC and its affiliates are not liable for any actions you take based on the information provided.
User Responsibility:
- You are responsible for determining whether any content or recommendations are appropriate for your personal situation.
Refunds:
- Due to the digital nature of our assessments and immediate delivery, all sales are final unless otherwise stated.

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Do you agree with the Terms of Use?* This field is required.

Yes

No

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We're in beta, and right now every report is built individually, by hand, not generated automatically. That means it can take up to 24 to 48 hours to land in your inbox. We want to get this right for the first people who try it. To make sure it doesn't end up lost, add hello@notjustforboomers.com to your contacts, or check your spam folder if you don't see it within 48 hours.* This field is required.

Got it. I'm still in!

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Name* This field is required.

First Name

Last Name

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Email* This field is required.Must enter a valid email address to receive results.

example@example.com

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Have you ever considered end of life planning?* This field is required.

I’ve never really thought about it

I’ve given it some thought, but haven’t done anything with it

I’ve given it some thought, and have taken a few steps in planning

I’ve started working on it, but want to do more

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Are you married?* This field is required.

No (Never Married)

No (Divorced or Widowed)

No, but I am engaged or planning to get married

In a long term partnership, but not legally married

Yes

Yes, but I am currently separated

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Has your name changed?* This field is required.

Yes

No

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Do you currently have a will?* This field is required.

Yes

No

I don't know

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Do you currently have a trust?

Yes

No

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Do you want someone to be named as an “agent” to make medical decisions for you while you’re alive but incapacitated?* This field is required.

Yes

No

I'm not sure

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Do you want someone to be named as an “agent” to make financial decisions for you while you’re alive but incapacitated?* This field is required.

Yes

No

I'm not sure

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Do you have a parent or another adult in your life whose affairs you currently help manage or may be responsible for helping manage in the future?

Yes, I currently help manage some or all of their affairs

Not currently, but I expect I may need to

No

I'm not sure

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Do you have a pet?* This field is required.

Yes

No

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Do you have children who are currently minors?* This field is required.(Pet Parent? Don’t worry, we’ll get to that later!)

Yes

No, but maybe someday

Happily childfree

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Do you have adult children?* This field is required.(Pet Parent? Don’t worry, we’ll get to that later!)

Yes

Not yet but I feel like I should know why you’re asking

Still happily childfree

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Do you have any Financial Accounts?* This field is required.(checking account, savings account, retirement account, investment account, etc)

Yes

No

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Do you own a vehicle?* This field is required.(check yes if you don't yet outright own the vehicle but are paying a car payment)

Yes

No

I lease my vehicle

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What is your current housing situation?* This field is required.

I own my home alone

I own my home with someone else

I rent

None of the above

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Do you have any debt? * This field is required.(credit cards, student loan, car loan, mortgage, etc.)

Yes

No

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Do you own a business?* This field is required.(choose all that apply)

Yes (Alone)

Yes (With Someone Else)

No

Not yet but I’m thinking about it

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Do you own any Intellectual Property?* This field is required.(trademark, copyright, patent, etc.)

Yes

No

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Do you have any digital accounts?* This field is required.(even your iPhone, Instagram, and Venmo count.)

Yes

No

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Do you have a preference for what happens to your body after you die?* This field is required.

Yes

No

I don't know

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Do you want to be an organ donor?* This field is required.

Yes

No

I'm not sure

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LEGAL DISCLAIMER

The information provided by Not Just for Boomers, LLC is intended for general educational and informational purposes only. It is not legal advice, and use of this site does not create an attorney-client relationship.

We are not a law firm, and no content on this site should be interpreted as legal advice. If you have specific legal questions or need assistance preparing legal documents such as wills, trusts, or powers of attorney, you should consult with a licensed attorney in your state.

Our assessment is designed to help you better understand your unique situation and to provide you with personalized suggestions and next steps for you to consider on your own. For any legally binding decisions or customized estate planning strategies, we strongly recommend working with a qualified legal professional.

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Do you understand that you are not receiving legal advice and that no attorney-client relationship is being formed?* This field is required.

Yes

No