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Estate Planning Assessment

Estate Planning Needs Assessment

Let's Determine Your Estate Planning Needs

Answer these questions to help us recommend the right estate planning services for your situation.

1. What type of estate planning are you most interested in? *

Basic will and testament Revocable living trust Comprehensive estate plan (will, trust, powers of attorney) Not sure - need guidance

2. What types of assets do you need to plan for? *

(Select all that apply)

Real estate (primary residence, rental properties) Investment accounts (stocks, bonds, mutual funds) Retirement accounts (401k, IRA) Business interests or ownership Personal property (vehicles, jewelry, collectibles)

3. What is your marital status? *

Single, never married Married or in a domestic partnership Divorced or separated Widowed

4. Do you have children or dependents? *

Yes, minor children (under 18) Yes, adult children only Yes, with special needs No children or dependents

5. Do you own a business? *

Yes, I own or co-own a business No, I don't own a business

6. What is the approximate value of your estate? *

(Total value of all assets minus debts)

Under $500,000 $500,000 - $1,000,000 $1,000,000 - $5,000,000 Over $5,000,000

7. What are your primary estate planning goals? *

(Select all that apply)

Protect and provide for my family Avoid probate and maintain privacy Minimize estate taxes Provide for someone with special needs Leave a charitable legacy

8. Do you have any specific concerns? *

(Select all that apply)

Blended family situation Potential family conflicts or disputes Asset protection from creditors Planning for potential incapacity No specific concerns

PEACEFYL

Your end-of-life planning team and everything in between.

Compassionate guidance, vetted vendors, and comprehensive resources to help you plan with peace of mind.

#PlanYourPeace

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Hello! I'm Lilie, your end-of-life care and planning assistant. How can I help you today?

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Estate Planning Needs Assessment

Let's Determine Your Estate Planning Needs

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