Estate Readiness

Estate Risk Assessment

40 questions to help you understand where your estate plan stands — and what to address before a life event forces the issue.

This assessment is designed for families who want to be proactive. Work through each section honestly. There are no wrong answers — only gaps worth knowing about now rather than later.

The foundation of any estate plan. These questions assess whether your core documents are current, accessible, and properly structured.

The people you've named to carry out your wishes. These questions assess whether your choices are still appropriate and whether they're prepared.

What happens after a death or incapacity. These questions assess whether your estate can be administered efficiently.

Banks, brokerages, and retirement accounts each have their own processes. These questions assess whether your accounts are properly set up.

Tangible assets that often cause the most family conflict. These questions assess whether personal property is documented and allocated.

Real property is often the largest and most complex trust asset. These questions assess whether your real estate is properly integrated into your plan.

Ownership interests, intellectual property, and non-standard assets require special planning. These questions assess whether these assets are addressed.