Do I Need a will or trust?

Do I Need A Will Or A Trust?

Not sure whether a will or a trust is right for you? This short evaluation will help you understand your options. Answer a few quick questions about your goals, assets, and family situation, and we’ll point you in the right direction. This is not legal advice, but it will help you prepare for a conversation with a professional. Takes just 2–3 minutes. 100% confidential.

Name

First Last

Phone

Address

City State / Province / Region

Are you married?

Yes

Do you have children?

Yes

biological or adopted

Do you have minor children?

Yes, I have one or more minor child

No, all of my children are adults

Do you own a home?

Yes, solely

Yes, jointly with someone else

Yes, multiple properties

include all real estate

Are your properties located in multiple states?

Yes, they are in multiple states

No, they are all in one state

What is the value of your real estate?

0-$250k

$250k-$1m

$1m+

What is the value of your cash assets?

0-$250k

$250k-$1m

$1m+

bank accounts, cash on hand

Do you have any retirement accounts or stocks?

Yes

401ks, IRAs, Vanguard, Fidelity, etc

Do you have beneficiaries designations?

Yes

I’m not sure

This refers to whether you’ve already named individuals to receive assets like life insurance, retirement accounts, or bank funds after your death — usually by filling out a form with your provider. If you’re not sure, it’s okay to say “No” or “I’m not sure.”

Do you know how you'd like your assets to be distributed after your death?

Yes, I know exactly who should receive what

I have a general idea but not the details

No, I haven’t thought about it yet

This includes things like who should receive your money, property, or belongings — and how much each person should get. If you already have specific people or percentages in mind, choose “Yes.” If you’re unsure or need help deciding, that’s totally okay.

Do you want your beneficiaries to receive their inheritance outright, or only under certain conditions (like graduating college)?

Give inheritance outright (no conditions)

Only under specific conditions

I’m not sure yet

You can choose to give assets directly (no strings attached), or set conditions like reaching a certain age, graduating, or completing college. This helps you control when and how your beneficiaries receive their inheritance.

Personal Injury | Estate Planning