1. Do you have a will?
Yes
No
I'm not sure

2. When was the last time you updated your will?
Within the last 2 years
2-5 years ago
More than 5 years ago
I’ve never updated my will

3. Do you have a durable power of attorney in place?
Yes
No
I'm not sure what that is

4. Have you created a living trust to avoid probate?
Yes
No
I'm not sure

5. Do you have healthcare directives, such as a living will or medical power of attorney?
Yes
No
I'm not sure

6. Have you reviewed your beneficiary designations in the last 2 years?
Yes
It’s been more than 2 years
I'm not sure who my beneficiaries are

7. Do you have a plan in place for minor children or dependents?
Yes
No
I don’t have minor children or dependents

8. Have you considered the tax implications of your estate plan?
Yes
No
I’m not sure about the tax implications

9. Do you have a plan for digital assets (online accounts, social media, etc.)?
Yes
No
I’m not sure what to do with digital assets

10. Does your estate plan reflect your current family and financial situation?
Yes
No
I’m not sure if it’s up-to-date