Not sure what estate planning documents you need?

This quick assessment will help you figure out which estate planning documents might be a good fit for you—based on your goals, family situation, and assets. It takes just a few minutes and gives you clear, plain-English guidance you can actually use.

How to Use This Assessment

Circle “Yes” or “No” for each question on the list.
Don’t overthink your answers—just go with your gut.
When you’re done, count how many times you circled “Yes” and “No.”
Use the guide at the end to see whether a Will or a Trust might be the better fit for your situation.
Bring this worksheet to your consultation—it will help us get straight to what matters most to you.

Will or Trust – Which One is Right for You?

Do you have minor children?	YES	NO
Do you want your assets passed out slowly over time or only after certain milestones (like a certain age or finishing school)?	YES	NO
Do you own real estate in more than one state?	YES	NO
Do you expect to owe little or no debt when you pass away?	YES	NO
Is avoiding court (probate) one of your top priorities?	YES	NO
Are you worried that any of your beneficiaries might not be good with money?	YES	NO
Are you concerned about the mental or physical health of any of your beneficiaries (including substance use)?	YES	NO
Will any of your beneficiaries be receiving government benefits now or in the future?	YES	NO
Do you want to keep your estate private and out of the public court record?	YES	NO
Do you want to avoid delays in getting money or property to your loved ones after you pass?	YES	NO
Are you planning to leave anything to someone who isn’t family (like a friend, charity, or partner)?	YES	NO
Do you want to name someone to help manage your finances if you’re ever seriously ill or unable to handle things before you pass away?	YES	NO

Scoring

Mostly NOs → A Will-based plan may be the right fit. It helps name guardians, direct distributions, and handle straightforward estates.
Mostly YESes → A Revocable Living Trust may provide stronger peace of mind. It allows more control, avoids probate, protects privacy, and supports beneficiaries with special circumstances.

Your answers aren’t set in stone, but they’re a great starting point. Whether you’re leaning toward a streamlined will or a more customized trust, I’m here to help you make the choice that best protects your peace and the people you love.

👉 Ready to take the next step? Schedule your free consultation

📘 Want to explore your options first? See my flat-fee packages

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This website includes information about legal issues. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and should not be taken, as legal advice on any particular set of facts or circumstances. You should contact an attorney for advice on your specific legal problems.