Take this short, private quiz to find out if your current plan truly protects your family from taxes, probate, and costly delays.
The rules around wills, trusts, and inheritance have changed — and most families haven’t updated their plans. This 2-minute quiz helps you:
✓ Spot hidden risks in your current estate setup ✓ Learn how new laws like the “Big Beautiful Bill” may affect your heirs ✓ Get a free “Legacy Score” with suggestions you can act on today