Family Planning Assessment
Which best describes your current situation? (check all that apply)
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We are a blended family
We have children under age 18
We are helping aging parents
We own a business
We already have estate planning documents
None of these fit exactly
If something happened tomorrow, what concerns you most?
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Who would care for the children?
Family conflict after I'm gone
Protecting my spouse and children from a prior relationship
Medical or financial decisions if I'm incapacitated
What happens to the business?
Making sure my wishes are known and followed
I'm not sure
Do you currently have estate planning documents?
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No
Yes, a Will
Yes, a Trust
Yes, both a Will and a Trust
Yes, but I'm not sure exactly what
I think so, but I don 't know where they are
Which best describes your current planning situation?
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We've never put a plan in place
We've talked about it but haven't gotten started
We have documents, but they may need updating
We have documents and believe they are current
We have documents, but we're not sure what they say
I'm not sure
Which statement sounds most like you today?
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We want to protect our children
We want to avoid conflict among family members
We want to protect a spouse while preserving an inheritance for children
We want someone to be able to step in if we're incapacitated
We want to make things easier for our lived ones.
We're not sure where to start
If something happened tomorrow, who would know what to do?
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My spouse or partner would know exactly what to do
One or more family members would know what to do
Someone would probably figure it out
I'm not sure anyone knows where to start
I'm honestly not sure
What would you most like your family to experience because of your planning?
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Stability and security
Clear instructions and fewer difficult decisions
Less conflict and confusion
Financial protection
Confidence that my wishes will be honored
I'm not sure
If your family needed important information tomorrow, how easily could they find it?
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Everything is organized and easy to locate
Most things are organized, but there may be some gaps
Some information is organized, but not all of it
Important information is scattered in different places
I'm not sure what my family would be able to find
Which statement best describes you today?
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I'm ready to put a plan in place
I'm ready to update an existing plan
I know I should do something, but I haven't made it a priority yet
I'm gathering information before making a decision
I'm just curious about my options right now
How confident are you that your family would be okay if something happened to you tomorrow?
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Very confident
Mostly confident
Somewhat confident
Not very confident
Not confident at all
I'm not sure
You're almost done
Enter your name and email below, and I'll personally review your responses before emailing your assessment results and any recommendations that may help you take the next step.
Name
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First Name
Last Name
Email
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Assessment Result
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