Will vs Trust Evaluation

Will vs Trust?

Six Question Evaluation

Our module serves as a guide by evaluating the type and value of assets you hold. Each question has a score weighting.

Based on your final score we will suggest whether a Will or Trust may be best for you, along with additional considerations.

[Estate Plan Evaluation Test]

Step 1 of 6

16%

Home(Required)

Rent

Own property with less than $50,000 in equity

Own property with more than $50,000 in equity

Children(Required)

None

Minor Child(ren)

Healthy Adult Child(ren)

Disabled Child(ren)

Total Asst Value(Required)

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?

Less than $50,000

$50,000 to $150,000

$150,000 to $250,000

$250,000 to $500,000

$500,000 to $1,000,000

$1,000,000 to $3,000,000

$3,000,000 to $5,000,000

$5,000,000 and above

Multi-State Real Estate(Required)

Do you own property in more than one state?

Yes

Privacy Level(Required)

Do you care if lists of all your belongings are available for public reading and made available online?

Yes, I like my privacy

Incapacitation(Required)

If you are incapacitated, do you want to decide who manages your personal affairs, healthcare & assets?

No, my spouse or court appointee is ok

Yes, I would like to select someone myself

Disclaimer: This evaluation form is designed to provide a general idea of what type of estate plan may be best for you. It is not intended to replace personalized legal advice. All individuals should proceed by seeking advice from a lawyer licensed in your state.