Estate Planning Risk Scorecard

🛡️ Estate Planning Risk Scorecard

Take this quick 2-minute quiz to uncover any gaps in your estate plan before it's too late.

Do you have a current Will or Trust?

✅ Yes ⚠️ Unsure ❌ No

Have you named legal guardians for minor children?

✅ Yes ⚠️ Unsure ❌ No

Do you have updated Power of Attorney documents?

✅ Yes ⚠️ Unsure ❌ No

Have you named beneficiaries for all financial accounts?

✅ Yes ⚠️ Unsure ❌ No

Do you have a healthcare directive or living will?

✅ Yes ⚠️ Unsure ❌ No

Is your estate plan reviewed every 3 years?

✅ Yes ⚠️ Unsure ❌ No

Do you have a plan to reduce estate taxes?

✅ Yes ⚠️ Unsure ❌ No

Do you have life insurance aligned with your plan?

✅ Yes ⚠️ Unsure ❌ No

Is your digital estate (passwords, data) accounted for?

✅ Yes ⚠️ Unsure ❌ No

Have you discussed your plan with your heirs?

✅ Yes ⚠️ Unsure ❌ No