Do You Need a Will or a Living Trust?

Are you unsure whether a will is enough—or if a living trust would better protect your legacy?

This short quiz is designed to help you evaluate your estate planning needs based on your goals, the complexity of your assets, and how much privacy, control, and efficiency matter to you.

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* 1. How important is privacy to you after death?

I don’t mind if my estate details become public

I prefer to keep my financial and personal affairs private

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* 2. Do you own real estate in more than one state?

Yes

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* 3. Are you concerned about a lengthy or expensive probate process for your family?

Not particularly

Yes, I’d like to minimize court involvement and legal costs

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* 4. Do you want to plan for the possibility of becoming incapacitated during your lifetime?

No, I haven't thought much about it

Yes, I want a plan in place to manage my assets if I can't

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* 5. Do you have young children or dependents?

Yes, and I want to name a guardian

Yes, and I want more control over how and when they inherit

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* 6. Do you expect any family conflict or challenges to your estate

No, my wishes are clear and my family is aligned

Possibly—I'd like extra protection to minimize disputes

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* 7. Do you have a high net worth or a complex financial life?

No, my estate is relatively simple

Yes, I have business interests, rental properties, or complex assets

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* 8. Would you like your estate to avoid court delays and settle faster?

Not a priority

Yes, I’d prefer a smoother, quicker process for my heirs

Do You Need a Will or a Living Trust?

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* 1. How important is privacy to you after death?

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* 2. Do you own real estate in more than one state?

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* 3. Are you concerned about a lengthy or expensive probate process for your family?

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* 4. Do you want to plan for the possibility of becoming incapacitated during your lifetime?

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* 5. Do you have young children or dependents?

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* 6. Do you expect any family conflict or challenges to your estate

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* 7. Do you have a high net worth or a complex financial life?

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* 8. Would you like your estate to avoid court delays and settle faster?

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* 9. Please provide your name

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* 10. Email