Is Your Estate Plan Up to Date?

Estate planning isn’t just about passing on wealth—it’s about making sure your wishes are known, your loved ones are protected, and everything is in place when it matters most. But as life changes, your estate plan should evolve too. This quiz helps you assess whether your plan reflects your current goals and responsibilities.

You’ll answer 10 straightforward questions that cover key areas like wills, powers of attorney, healthcare directives, and more. At the end, you’ll receive a personalized score and helpful next steps. Let’s get started!