Estate Planning Tool
Do I Need a Trust?
Answer 20 questions and find out in under 2 minutes. Check every question that applies to your situation — your score updates live and you can download a personalized PDF summary.
Your answers are private — nothing is sent to us.
Your Score
Little Value
A trust has little value for your situation.
Check any questions that apply to you
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What Your Score Means
Reflecting on your score can guide you in deciding whether the benefits of a living trust align with your family's needs and objectives.
0 – 6 pts
Little Value
A trust has little value for your situation.
7 – 14 pts
Moderate Value
A trust provides moderate value depending on the circumstances.
15 – 30 pts
Significant Value
A trust offers significant value especially if management is needed.
31+ pts
Near Necessity
A trust is almost a necessity for effectively meeting your estate planning goals.
Ready to Talk Through Your Results?
A consultation takes 30 minutes and gives you a clear picture of whether a trust makes sense for your family.
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