Free · Takes 4 minutes
Is your family actually protected?
Let's find out right now.
Most people believe their family is covered — until something happens and they discover the trust was never funded, the beneficiary is wrong, or the house is still in probate.
This triage takes 4 minutes. You'll walk away with your estate readiness score and a clear, personalized plan — at no cost, no account required.
What happens next
Your personalized estate plan starts here.
Every answer you give sharpens your action plan. By the end, you'll know exactly where you stand — and exactly what to do about it.
Your estate readiness score
An honest snapshot of where your family stands today — across trust, funding, beneficiaries, and property.
A personalized action plan
Not generic advice — a prioritized checklist built from your specific answers and situation.
Review flags (if any)
If your responses suggest an urgent legal issue, we'll flag it clearly so you can act quickly.
Unlock your packet
When you're ready, export your attorney intake packet, asset inventory, and family worksheet.
After your triage is complete:
Your results unlock the Family Estate Readiness Packet — the attorney-ready document set that typically saves families $600–$1,500 in billable preparation time.
"I finally feel like I'm doing right by my family."
That's what estate readiness actually feels like — not a stack of papers in a drawer, but the quiet confidence of knowing your family is protected no matter what happens next.
Four minutes. Free. No credit card. Just the clarity you've been putting off.