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Do I need a WILL or a TRUST?
This quick 14-question quiz will point you toward the right educational conversations. This is not intended to serve as legal advice and should not be relied upon for any perceived legal outcomes. You will receive an email within 2 business days with your results.
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1. Do you have any children? (Include step-children only if you would want them to inherit from you.)
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10 points
Yes
No
Other:
2. Are all of your children financially independent, responsible adults?
10 points
Yes
No
N/A
Clear selection
3. Do any of your children have special needs that may require ongoing state program support or possibly keep your child from independent living as an adult?
20 points
Yes
No
N/A
Clear selection
4. Do any of your children work (or plan to work) in a lawsuit risk occupation? (e.g., Doctor, Lawyer, Truck Driver, Landlord, etc.)
10 points
Yes
No
N/A
Clear selection
5. If you have any married children, are you confident those marriages will last?
10 points
Yes
No
N/A
Clear selection
6. If you have any married children, do you trust their spouses to manage inheritances for your grandchildren?
10 points
Yes
No
N/A
Clear selection
7. If you have children who are not yet married, are you confident they will choose a spouse wisely?
10 points
Yes
No
N/A
Clear selection
8. Are your children generally responsible with money?
20 points
Yes
No
N/A
Clear selection
9. If your children were to split all of your life insurance, investments, real estate, and other belongings right now, would they use the money wisely?
20 points
Yes
No
N/A
Clear selection
10. Do you expect family members to do anything to earn or keep their inheritance from you? (A no answer means they receive their share just for being family.)
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20 points
Yes
No
11. Do you own (or pay a mortgage) on a home?
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10 points
Yes
No
12. Do you have any checking or savings accounts in just your solo name?
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10 points
Yes
No
13. Do you have personal items of large value (jewelry, art, etc.)?
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10 points
Yes
No
14. Is the resale value of all your household contents likely to be over $75,000?
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10 points
Yes
No
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