Free Estate Planning Readiness Check | Golden Estate Lawyer

This readiness check is an educational tool. It does not provide legal advice, does not create an attorney-client relationship, and is not a substitute for advice tailored to your situation. Your snapshot is generated automatically from your answers. The conversation is where any actual advice would happen.

Your household

Which best describes your household?

Single, no children Married or partnered, no children Children under 18 at home Adult children Blended family (children from more than one relationship) Caring for aging parents or a dependent with special needs

Please choose an answer to continue.

What you have in place

Which of these do you currently have?

Choose the one that best describes where you are. If you have several, choose the most complete.

A living trust (and likely a will alongside it) A will, but no trust A power of attorney or healthcare directive, but no will or trust None of these yet I am not sure what I have

Please choose an answer to continue.

Keeping it current

If you have a plan, when did you last review it?

Within the last two years Two to five years ago More than five years ago I have never reviewed it since it was made Not applicable, I do not have a plan yet

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Real estate

Do you own real property?

My primary home only My home plus other property Property in more than one state No real estate

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Business ownership

Do you own a business or a stake in one?

Yes, I am the sole owner Yes, with partners or co-owners No

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Who depends on you

Does anyone depend on you financially or need a guardian?

Yes, minor children Yes, a dependent with special needs Yes, another financially dependent person No

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Complexity

Does your estate involve any of these?

Choose the one that best fits. This helps gauge whether a simple plan or a more layered one is worth discussing.

Assets above roughly one million dollars Out-of-state assets A blended family situation A family business None of these Prefer not to say

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What is prompting this

What has you thinking about this now?

A recent life change (marriage, divorce, new child, loss) I bought a home or started a business Someone close passed without a plan I just know I should have this handled An advisor or family member suggested it

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Almost there

Where should we send your readiness snapshot?

Enter your name and email and we will send your snapshot: a clear summary of the areas worth your attention and the questions to raise in a conversation.

Name

Email

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