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Estate Planning Checkup
Take this quiz to see if you meet the simple estate planning needs.
Do you have a Will?
Yes
No
Do your parents have a Will?
(Required)
Yes
No
Are you married?
(Required)
Yes
No
Does your spouse have a Will?
(Required)
Yes
No
Do you have minor Children?
(Required)
Yes
No
In reference to your minor children.
(Required)
I have minor children and have appointed a Guardian for the children in case something happens to both parents.
I have minor children but have not appointed a Guardian for the children in case something happens to me.
Do you own real estate?
(Required)
Yes
No
Third Choice
In reference to your real estate.
(Required)
You know how title to the property is held and who will receive the property at your death.
You know how title is held but do not know what the ownership form means.
You do not know how title is held.
Your important documents (property titles, deeds, Will, marriage license, etc.) are located where?
(Required)
Together in a secure location such as a safe deposit box or safe.
In different locations.
I do not know.
In an emergency such as a hurricane or fire, you would be able to quickly locate and take with you your important legal papers.
(Required)
Yes
No
You have written information and instructions to your heirs they can use to locate your property, assets and know your wishes?
(Required)
Yes
No
CAPTCHA
12809
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