{"id":924,"date":"2023-09-22T17:17:51","date_gmt":"2023-09-22T17:17:51","guid":{"rendered":"https:\/\/safemoneymindset.com\/staging\/?page_id=924"},"modified":"2023-12-14T19:02:02","modified_gmt":"2023-12-14T19:02:02","slug":"will-vs-trust-evaluation","status":"publish","type":"page","link":"https:\/\/safemoneymindset.com\/staging\/will-vs-trust-evaluation\/","title":{"rendered":"Will vs Trust Evaluation"},"content":{"rendered":"<p><span><img decoding=\"async\" alt=\"\" data-id=\"1801\" width=\"485\" data-init-width=\"1838\" height=\"140\" data-init-height=\"531\" title=\"Safe Money Mindset Logo White-01-01-01\" src=\"https:\/\/safemoneymindset.com\/staging\/wp-content\/uploads\/2023\/12\/Safe-Money-Mindset-Logo-White-01-01-01.png\" data-width=\"485\" data-height=\"140\" style=\"aspect-ratio: auto 1838 \/ 531;\" loading=\"lazy\"><\/span><span><img decoding=\"async\" alt=\"\" data-id=\"1839\" width=\"494\" data-init-width=\"705\" height=\"130\" data-init-height=\"186\" title=\"Premier partner orange-01\" src=\"https:\/\/safemoneymindset.com\/staging\/wp-content\/uploads\/2023\/12\/Premier-partner-orange-01-e1702566158139.png\" data-width=\"494\" data-height=\"130\" style=\"aspect-ratio: auto 705 \/ 186;\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\">Will vs Trust?<\/p>\n<p style=\"text-align: center;\"><span style=\"\"><span style=\"\">Six Question Evaluation<\/span><\/span><\/p>\n<p style=\"\"><span>Our module serves as a guide by evaluating the type and value of assets you hold. Each question has a score weighting.<\/span><\/p>\n<p style=\"\"><span><span>Based on your final score we will suggest whether a Will or Trust may be best for you, along with additional considerations.<\/span> <\/span><\/p>\n<script type=\"text\/javascript\">var gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,initializeOnLoaded:function(o){gform.domLoaded&&gform.scriptsLoaded?o():!gform.domLoaded&&gform.scriptsLoaded?window.addEventListener(\"DOMContentLoaded\",o):document.addEventListener(\"gform_main_scripts_loaded\",o)},hooks:{action:{},filter:{}},addAction:function(o,n,r,t){gform.addHook(\"action\",o,n,r,t)},addFilter:function(o,n,r,t){gform.addHook(\"filter\",o,n,r,t)},doAction:function(o){gform.doHook(\"action\",o,arguments)},applyFilters:function(o){return gform.doHook(\"filter\",o,arguments)},removeAction:function(o,n){gform.removeHook(\"action\",o,n)},removeFilter:function(o,n,r){gform.removeHook(\"filter\",o,n,r)},addHook:function(o,n,r,t,i){null==gform.hooks[o][n]&&(gform.hooks[o][n]=[]);var e=gform.hooks[o][n];null==i&&(i=n+\"_\"+e.length),gform.hooks[o][n].push({tag:i,callable:r,priority:t=null==t?10:t})},doHook:function(n,o,r){var t;if(r=Array.prototype.slice.call(r,1),null!=gform.hooks[n][o]&&((o=gform.hooks[n][o]).sort(function(o,n){return o.priority-n.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==n?t.apply(null,r):r[0]=t.apply(null,r)})),\"filter\"==n)return r[0]},removeHook:function(o,n,t,i){var r;null!=gform.hooks[o][n]&&(r=(r=gform.hooks[o][n]).filter(function(o,n,r){return!!(null!=i&&i!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][n]=r)}});<\/script>\n                <div class='gf_browser_gecko gform_wrapper gravity-theme gform-theme--no-framework' data-form-theme='gravity-theme' data-form-index='0' id='gform_wrapper_3' style='display:none'><div id='gf_3' class='gform_anchor' tabindex='-1'><\/div>\n                        <div class='gform_heading'>\n                            <h2 class=\"gform_title\">[Estate Plan Evaluation Test]<\/h2>\n                            <p class='gform_description'><\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_3' id='gform_3'  action='\/staging\/wp-json\/wp\/v2\/pages\/924#gf_3' data-formid='3' novalidate>\n        <div id='gf_progressbar_wrapper_3' class='gf_progressbar_wrapper'>\n        \t<p class=\"gf_progressbar_title\">Step <span class='gf_step_current_page'>1<\/span> of <span class='gf_step_page_count'>6<\/span>\n        \t<\/p>\n            <div class='gf_progressbar gf_progressbar_blue' aria-hidden='true'>\n                <div class='gf_progressbar_percentage percentbar_blue percentbar_16' style='width:16%;'><span>16%<\/span><\/div>\n            <\/div><\/div>\n                        <div class='gform-body gform_body'><div id='gform_page_3_1' class='gform_page ' data-js='page-field-id-1' >\n                                    <div class='gform_page_fields'><div id='gform_fields_3' class='gform_fields top_label form_sublabel_below description_above'><fieldset id=\"field_3_1\"  class=\"gfield gfield--type-quiz gfield--type-choice gfield--input-type-radio trigger-next-zzd hide-next-button hide-submit-button has-input-name gfield_contains_required field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible gquiz-field \"  data-field-class=\"gquiz-field\" data-js-reload=\"field_3_1\"><legend class='gfield_label gform-field-label'  >Home<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_3_1'>\n\t\t\t<div class='gchoice gchoice_3_1_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_1' type='radio' value='gquiz1729b662a'  id='choice_3_1_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_1_0' id='label_3_1_0' class='gform-field-label gform-field-label--type-inline'>Rent<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_1_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_1' type='radio' value='gquiz1c03da75e'  id='choice_3_1_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_1_1' id='label_3_1_1' class='gform-field-label gform-field-label--type-inline'>Own property with less than $50,000 in equity<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_1_2'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_1' type='radio' value='gquiz193fd07b1'  id='choice_3_1_2' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_1_2' id='label_3_1_2' class='gform-field-label gform-field-label--type-inline'>Own property with more than $50,000 in equity<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><\/div>\n                    <\/div>\n                    <div class='gform_page_footer top_label'>\n                         <input type='button' id='gform_next_button_3_9' class='gform_next_button gform-theme-button button' value='Next'  onclick='jQuery(\"#gform_target_page_number_3\").val(\"2\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); ' onkeypress='if( event.keyCode == 13 ){ jQuery(\"#gform_target_page_number_3\").val(\"2\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); } ' \/> \n                    <\/div>\n                <\/div>\n                <div id='gform_page_3_2' class='gform_page' data-js='page-field-id-9' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_3_2' class='gform_fields top_label form_sublabel_below description_above'><fieldset id=\"field_3_3\"  class=\"gfield gfield--type-quiz gfield--type-choice gfield--input-type-radio trigger-next-zzd hide-next-button hide-submit-button has-input-name gfield_contains_required field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible gquiz-field \"  data-field-class=\"gquiz-field\" data-js-reload=\"field_3_3\"><legend class='gfield_label gform-field-label'  >Children<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_3_3'>\n\t\t\t<div class='gchoice gchoice_3_3_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_3' type='radio' value='gquiz32b57fffe'  id='choice_3_3_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_3_0' id='label_3_3_0' class='gform-field-label gform-field-label--type-inline'>None<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_3_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_3' type='radio' value='gquiz364321c6a'  id='choice_3_3_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_3_1' id='label_3_3_1' class='gform-field-label gform-field-label--type-inline'>Minor Child(ren)<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_3_2'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_3' type='radio' value='gquiz3488d1485'  id='choice_3_3_2' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_3_2' id='label_3_3_2' class='gform-field-label gform-field-label--type-inline'>Healthy Adult Child(ren)<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_3_3'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_3' type='radio' value='gquiz3390f3ccc'  id='choice_3_3_3' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_3_3' id='label_3_3_3' class='gform-field-label gform-field-label--type-inline'>Disabled Child(ren)<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><\/div>\n                    <\/div>\n                    <div class='gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_3_10' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' value='Previous'  onclick='jQuery(\"#gform_target_page_number_3\").val(\"1\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); ' onkeypress='if( event.keyCode == 13 ){ jQuery(\"#gform_target_page_number_3\").val(\"1\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); } ' \/> <input type='button' id='gform_next_button_3_10' class='gform_next_button gform-theme-button button' value='Next'  onclick='jQuery(\"#gform_target_page_number_3\").val(\"3\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); ' onkeypress='if( event.keyCode == 13 ){ jQuery(\"#gform_target_page_number_3\").val(\"3\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); } ' \/> \n                    <\/div>\n                <\/div>\n                <div id='gform_page_3_3' class='gform_page' data-js='page-field-id-10' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_3_3' class='gform_fields top_label form_sublabel_below description_above'><fieldset id=\"field_3_4\"  class=\"gfield gfield--type-quiz gfield--type-choice gfield--input-type-radio trigger-next-zzd hide-next-button hide-submit-button has-input-name gfield_contains_required field_sublabel_below gfield--has-description field_description_above gfield_visibility_visible gquiz-field \"  data-field-class=\"gquiz-field\" data-js-reload=\"field_3_4\"><legend class='gfield_label gform-field-label'  >Total Asst Value<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='gfield_description' id='gfield_description_3_4'>If you added up everything you own including investments, clothes, electronics, cars, boats, jewelry, collectibles and everything else except real estate, roughly how much would it be worth?<\/div><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_3_4'>\n\t\t\t<div class='gchoice gchoice_3_4_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_4' type='radio' value='gquiz4195e71ba'  id='choice_3_4_0' onchange='gformToggleRadioOther( this )' aria-describedby=\"gfield_description_3_4\"   \/>\n\t\t\t\t\t<label for='choice_3_4_0' id='label_3_4_0' class='gform-field-label gform-field-label--type-inline'>Less than $50,000<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_4_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_4' type='radio' value='gquiz47fb862aa'  id='choice_3_4_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_4_1' id='label_3_4_1' class='gform-field-label gform-field-label--type-inline'>$50,000 to $150,000<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_4_2'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_4' type='radio' value='gquiz4e829052b'  id='choice_3_4_2' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_4_2' id='label_3_4_2' class='gform-field-label gform-field-label--type-inline'>$150,000 to $250,000<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_4_3'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_4' type='radio' value='gquiz427b7de9a'  id='choice_3_4_3' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_4_3' id='label_3_4_3' class='gform-field-label gform-field-label--type-inline'>$250,000 to $500,000<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_4_4'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_4' type='radio' value='gquiz4555310be'  id='choice_3_4_4' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_4_4' id='label_3_4_4' class='gform-field-label gform-field-label--type-inline'>$500,000 to $1,000,000<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_4_5'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_4' type='radio' value='gquiz4142d3abf'  id='choice_3_4_5' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_4_5' id='label_3_4_5' class='gform-field-label gform-field-label--type-inline'>$1,000,000 to $3,000,000<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_4_6'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_4' type='radio' value='gquiz4799b313c'  id='choice_3_4_6' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_4_6' id='label_3_4_6' class='gform-field-label gform-field-label--type-inline'>$3,000,000 to $5,000,000<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_4_7'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_4' type='radio' value='gquiz4d932f0c2'  id='choice_3_4_7' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_4_7' id='label_3_4_7' class='gform-field-label gform-field-label--type-inline'>$5,000,000 and above<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><\/div>\n                    <\/div>\n                    <div class='gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_3_12' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' value='Previous'  onclick='jQuery(\"#gform_target_page_number_3\").val(\"2\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); ' onkeypress='if( event.keyCode == 13 ){ jQuery(\"#gform_target_page_number_3\").val(\"2\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); } ' \/> <input type='button' id='gform_next_button_3_12' class='gform_next_button gform-theme-button button' value='Next'  onclick='jQuery(\"#gform_target_page_number_3\").val(\"4\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); ' onkeypress='if( event.keyCode == 13 ){ jQuery(\"#gform_target_page_number_3\").val(\"4\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); } ' \/> \n                    <\/div>\n                <\/div>\n                <div id='gform_page_3_4' class='gform_page' data-js='page-field-id-12' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_3_4' class='gform_fields top_label form_sublabel_below description_above'><fieldset id=\"field_3_5\"  class=\"gfield gfield--type-quiz gfield--type-choice gfield--input-type-radio trigger-next-zzd hide-next-button hide-submit-button has-input-name gfield_contains_required field_sublabel_below gfield--has-description field_description_above gfield_visibility_visible gquiz-field \"  data-field-class=\"gquiz-field\" data-js-reload=\"field_3_5\"><legend class='gfield_label gform-field-label'  >Multi-State Real Estate<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='gfield_description' id='gfield_description_3_5'>Do you own property in more than one state?<\/div><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_3_5'>\n\t\t\t<div class='gchoice gchoice_3_5_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_5' type='radio' value='gquiz5e9ca5878'  id='choice_3_5_0' onchange='gformToggleRadioOther( this )' aria-describedby=\"gfield_description_3_5\"   \/>\n\t\t\t\t\t<label for='choice_3_5_0' id='label_3_5_0' class='gform-field-label gform-field-label--type-inline'>No<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_5_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_5' type='radio' value='gquiz590d7badf'  id='choice_3_5_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_5_1' id='label_3_5_1' class='gform-field-label gform-field-label--type-inline'>Yes<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><\/div>\n                    <\/div>\n                    <div class='gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_3_13' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' value='Previous'  onclick='jQuery(\"#gform_target_page_number_3\").val(\"3\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); ' onkeypress='if( event.keyCode == 13 ){ jQuery(\"#gform_target_page_number_3\").val(\"3\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); } ' \/> <input type='button' id='gform_next_button_3_13' class='gform_next_button gform-theme-button button' value='Next'  onclick='jQuery(\"#gform_target_page_number_3\").val(\"5\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); ' onkeypress='if( event.keyCode == 13 ){ jQuery(\"#gform_target_page_number_3\").val(\"5\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); } ' \/> \n                    <\/div>\n                <\/div>\n                <div id='gform_page_3_5' class='gform_page' data-js='page-field-id-13' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_3_5' class='gform_fields top_label form_sublabel_below description_above'><fieldset id=\"field_3_6\"  class=\"gfield gfield--type-quiz gfield--type-choice gfield--input-type-radio gfield--width-full trigger-next-zzd hide-next-button hide-submit-button has-input-name gfield_contains_required field_sublabel_below gfield--has-description field_description_above gfield_visibility_visible gquiz-field \"  data-field-class=\"gquiz-field\" data-js-reload=\"field_3_6\"><legend class='gfield_label gform-field-label'  >Privacy Level<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='gfield_description' id='gfield_description_3_6'>Do you care if lists of all your belongings are available for public reading and made available online? <\/div><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_3_6'>\n\t\t\t<div class='gchoice gchoice_3_6_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_6' type='radio' value='gquiz5e9ca5878'  id='choice_3_6_0' onchange='gformToggleRadioOther( this )' aria-describedby=\"gfield_description_3_6\"   \/>\n\t\t\t\t\t<label for='choice_3_6_0' id='label_3_6_0' class='gform-field-label gform-field-label--type-inline'>No<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_3_6_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_6' type='radio' value='gquiz590d7badf'  id='choice_3_6_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_3_6_1' id='label_3_6_1' class='gform-field-label gform-field-label--type-inline'>Yes, I like my privacy<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><\/div>\n                    <\/div>\n                    <div class='gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_3_14' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' value='Previous'  onclick='jQuery(\"#gform_target_page_number_3\").val(\"4\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); ' onkeypress='if( event.keyCode == 13 ){ jQuery(\"#gform_target_page_number_3\").val(\"4\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); } ' \/> <input type='button' id='gform_next_button_3_14' class='gform_next_button gform-theme-button button' value='Next'  onclick='jQuery(\"#gform_target_page_number_3\").val(\"6\");  jQuery(\"#gform_3\").trigger(\"submit\",[true]); ' onkeypress='if( event.keyCode == 13 ){ 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