Estate Planning Readiness Assessment | Revocable Living Trust Quiz

1) Do you currently have a written estate plan?

Living trust Will only No plan

2) When was your plan last updated?

Within 3 years 4 to 7 years ago 8+ years or never

3) Real estate ownership

Multiple properties One property None

4) Asset titling

Mostly in trust Some in trust Not in trust

5) Beneficiary designations

All updated and aligned Some updated Outdated or none

6) Healthcare directive and power of attorney

Both current One but not both None

7) Business or rental properties

Yes, and I have a succession plan Yes, but no plan No

8) Probate avoidance confidence

Very confident Somewhat confident Not confident

9) Family readiness

Fully communicated and accessible Partially discussed Not at all

10) Trust funding status

Fully funded Partially funded Not funded or unsure

11) Primary barrier holding you back?

None, I am ready Time or cost Complexity, fear, or skepticism

12) Priority for the next 90 days

Get a trust in place Review or refresh documents Learn more first

13) How confident are you that your trust is fully funded?

Yes. All assets are in the trust or the trust is the beneficiary I know at least my house is in the trust I am not certain if any assets are in my trust