The Estate Plan Confidence Quiz
You already know an estate plan matters. What’s harder to know is whether the one you have — or don’t have yet — is actually doing its job.
That’s what this quiz is for. It’s not a test you can fail, and there’s no such thing as a trick question here. It’s just 38 true-or-false statements about the state of your estate plan today, covering everything from the basics (do you actually have a Will?) to things people often forget, like who gets Grandma’s ring or who’s paying for the funeral. Answer honestly, add up your “True” answers, and check the key at the end to see where you stand.
How to take it:
- For each statement, select True or False.
- If a statement doesn’t apply to you at all — say, you don’t have a business, or you don’t have minor children — go ahead and circle True. It means there’s nothing here putting your plan at risk.
- If you’re not sure whether something is true, or you’re not sure it applies to you, leave it blank. A blank is useful information, too — it usually means it’s worth a conversation.
- When you’ve gone through all 38, add up your True answers and turn to the Scoring Key to see where you stand.
There are no wrong answers, and a low score doesn’t mean you’ve done anything wrong — it just means you and an attorney have some things to talk through. A high score doesn’t mean you’re finished, either; estate plans are living documents, not one-and-done paperwork. Either way, this is simply a starting point for the conversation.
What does my score actually mean?
Your score is a rough measure of how urgent it is for you to sit down with an estate planning attorney — not a judgment on you as a person or a planner. A lower score doesn’t necessarily mean anything is wrong with your plan; it just means it’s worth having a knowledgeable attorney take a look with you.
A higher score doesn’t mean you’re finished, either. It usually means you’ve worked closely with an attorney recently, you understand what your plan actually does, and you’re comfortable with it — all good signs, but estate plans still deserve a fresh look every few years, or any time life changes.
Wherever you landed, the next step is the same: a conversation, not a diagnosis.
However you scored, you’ve just done something a lot of people put off for years — taken an honest look at where things stand. That’s the hardest part.
Ready to talk it through? Schedule a free Discovery Call.
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and Let’s Start Building Your Legacy Together!
Most people who come to us aren’t sure where to begin — and that’s exactly what a consultation is for. We’ll sit down, listen to your story, and help you shape a plan around what matters most to you and the people you love. One conversation with Attorney Pablo Palomino is often all it takes to turn “someday” into a plan for real peace of mind.