Your Estate Plan Scorecard.
Answer 8 quick questions to see how prepared your family really is. Most people are surprised by the gaps.
1.Do you have a will?
2.Does your spouse or partner have a separate will?
3.Have you named a guardian for your minor children?
4.Do you have a healthcare proxy?
5.Does your spouse or partner have a healthcare proxy?
6.Have you reviewed your beneficiary designations in the last 3 years?
7.Does your family know where your important documents are stored?
8.Have you updated your estate plan after your last major life change?
Try another tool.
Free calculators and checklists — no signup required.
What Happens to Your Estate?
Enter your state and family structure to see how your estate would be distributed without a will.
Give Now vs. Leave Later
Compare giving money to your family now versus leaving it in your estate.
Related reading.
Guides to help you close the gaps in your estate plan.
