Free 2-Minute Assessment

How ready is your plan, really?

Having a will and a trust does not always mean the plan works the way you think it does. Nine questions will show you where yours is solid and where it may need attention.

Question 1 of 9

When did you last sit down and go through your estate plan?

Documents drift out of step with your life faster than most families expect.

Question 2 of 9

Have you checked your beneficiary designations since your last big life change?

A marriage, a birth, a divorce, or a death can leave an old name in place.

Question 3 of 9

Is your property titled in a way that matches your plan?

A second home or a rental titled the wrong way can pass outside the trust entirely.

Question 4 of 9

If you could not make decisions for a while, is it clear who would step in?

This covers both financial and medical decisions, and it is where families get stuck.

Question 5 of 9

Is there a plan for long-term care that would not come straight out of your investments?

Care costs are one of the quietest drains on family wealth.

Question 6 of 9

Does your liability coverage reflect what you have actually built?

One lawsuit can reach assets no investment strategy was built to protect.

Question 7 of 9

Have you planned for anyone who may lean on you financially one day?

Aging parents, an adult child, or a family member who may need support.

Question 8 of 9

Do your attorney, CPA, and financial advisor actually talk to one another?

Good professionals working in isolation is where plans quietly fall out of alignment.

Question 9 of 9

If something happened tomorrow, are you confident everything would pass the way you intend?

The honest answer here usually tells you the most.