Will or trust?
Find out in minutes.
A personalized estate planning checklist for individuals and families who want clarity before they hire counsel — or update what they already have.
Get startedEducational only — not legal advice.
What you'll receive
- Personalized readiness summary
- Priority checklist of planning topics
- Document & asset inventory prompts
- Questions to ask before a consultation
Who this is for
- · Adults with no estate plan yet
- · Clients with outdated documents
- · Parents of minor children
- · Homeowners, retirees, and blended families
- · Anyone deciding between a will and a trust
How it works
- 1Answer a few guided questions about your family and assets.
- 2We weigh your answers against common planning factors.
- 3Get a tailored will-vs-trust recommendation and checklist.
- 4Use it to get organized — or to start a smarter consultation.
Important: This product is a general educational and informational toolkit only. It is not legal advice, does not create an attorney-client relationship, and is not a substitute for consulting with a licensed attorney about your specific situation.