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.

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.