The Estate Planning Health Check Survey
Please provide your contact information and answer the following questions to assess your risk profile. Your responses will help determine your current risk category.
Name
*
First Name
Last Name
Email
*
example@example.com
Do you have a current will (created/updated in the last 3–5 years)?
*
Yes
No
If you were incapacitated tomorrow, do you have someone legally authorized to make medical decisions (advance directive/healthcare proxy)?
*
Yes
No
If you were incapacitated tomorrow, do you have someone legally authorized to manage finances (financial POA)?
*
Yes
No
Do you have minor children or dependents?
*
No
Yes
If you have dependents, have you formally named guardians?
*
Yes
No / Not sure
Do you have equity compensation (RSUs, options, ESPP) OR a complex comp structure?
*
No
Yes
Do you own a home or real estate?
*
No
Yes
Have you moved states in the last 5–10 years OR do you have multi‑state ties (property, family, work)?
*
No
Yes
Is your family situation complex (blended family, prior marriage, special needs, business ownership)?
*
No
Yes
Would your spouse/partner know exactly what to do—and where everything is—if something happened to you?
*
Yes
No / Not sure
Total Risk Score
Risk Category
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