Is Your Estate Plan Really Complete?
Take this quick quiz to see if your plan truly protects your loved ones and get clear guidance on how to reduce taxes, avoid delays, and secure your family’s future.
Quiz Transcript
Is Your Estate Plan Really Complete?
Take this quick quiz to see if your plan truly protects your loved ones and get clear guidance on how to reduce taxes, avoid delays, and secure your family’s future.
How confident are you that your estate plan fully protects your family from unexpected financial risks?
I’m not sure at all—I worry there could be big gaps or mistakes.
I have some concerns that my plan might not protect my family completely.
I feel completely confident—my plan covers everything I can think of.
I feel mostly confident, but I know there might be a few areas I haven’t fully addressed.
1 / 5
How often do you review or update your estate plan?
I check it occasionally, maybe every few years or after major life events.
I review it regularly and update it whenever something significant changes.
I’ve never really reviewed it since it was created.
I haven’t looked at it in several years, but I know I probably should.
2 / 5
When it comes to taxes and probate, how proactive are you in minimizing risks for your family?
I’ve made some efforts, but I know there’s more I could do.
I’ve planned thoroughly to reduce taxes and avoid probate complications.
I haven’t done much—this is an area I tend to worry about.
I haven’t considered it at all.
3 / 5
How clear are your plans for healthcare directives, powers of attorney, and other critical documents?
Most things are in place, but a few areas could use clarification.
Some documents exist, but I’m not confident they’re complete or clear.
Everything is clearly documented and my family knows exactly what to do.
I don’t have a clear plan in place yet.
4 / 5
How prepared do you feel for unexpected changes in your life or your family’s circumstances?
I feel prepared for most situations, but some surprises could be challenging.
I feel somewhat unprepared and worry about unexpected events.
I feel completely unprepared for unexpected changes.
I feel fully prepared for almost anything that could come up.
5 / 5
You scored a 5
Time to Take Action
Your estate plan is a starting point, and the fact that you’re taking this quiz shows you care deeply about your family’s security. I encourage you to review every component of your plan carefully, from wills and trusts to healthcare directives and tax strategies, so you can uncover hidden risks before they become costly. One memorable thing to consider: taking action today doesn’t just protect assets—it protects the people you love most, and small steps now can have a huge impact for years to come.
You scored a 9
Room for Improvement
Your estate plan has a good foundation, but there are opportunities to strengthen it so you can feel fully confident about your family’s future. I recommend you take a closer look at key protections, like tax planning strategies, avoiding probate delays, and ensuring your wishes are legally airtight. One memorable thing to consider: even a few targeted improvements now can save your loved ones thousands of dollars and unnecessary stress later, turning a “good enough” plan into a truly foolproof one.
You scored a 13
Almost There
Your estate plan is doing well, and you’ve covered many of the essentials to protect your loved ones. I notice a few areas where fine-tuning could make a big difference, such as clarifying powers of attorney, reviewing life insurance strategies, or updating your beneficiaries. My suggestion is to schedule a focused review to uncover any hidden gaps before they become costly. One memorable thing to consider: small updates today can prevent large headaches tomorrow, and keeping your plan current is a gift to your family.
You scored a 17
Estate Plan Superstar
Your estate plan is in excellent shape, and it’s clear you’ve taken the time to protect your family’s future. I can see that you’ve thought through the basics, from wills to beneficiary designations, and you’re minimizing unnecessary risks. To take your plan to the next level, my recommendation is to review advanced strategies like tax-efficient asset transfers, trusts, or digital asset planning. One memorable thing to consider: even the most solid plan benefits from a periodic checkup—treat your estate plan like a living document that grows with your life.
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