Readiness Check
One clean assessment route instead of a maze of duplicate URLs
This page replaces the current duplicate assessment paths with one focused experience. It is intentionally lightweight: enough to help visitors self-identify, and still pointed back toward a consultation when the situation is layered.
Estate Planning Readiness Check
A quick signal, not a substitute for legal advice
This self-check helps visitors understand whether the next right step is a will conversation, a trust conversation, or a more urgent planning review.
Do you have minor children or people who depend on you for care?
Guardianship and emergency authority usually move planning up the priority list immediately.
Do you own a home, business interest, or multiple financial accounts?
The more moving pieces you own, the more valuable clear authority and distribution planning become.
Do your family, assets, or decision-makers span the U.S. and another country?
Cross-border family realities often make default planning assumptions less reliable.
Would someone know who can make medical or financial decisions if you could not?
A missing answer here usually points to powers of attorney and healthcare directives as urgent next steps.
Would your family clearly understand how assets should be handled if something happened tomorrow?
If the answer feels uncertain, a will or trust conversation is likely overdue.
Recommendation
Answer each question to see a tailored recommendation.