California / Estate planning readiness

How ready is your estate plan?

Take a quick look at the documents, people, and details that help make a plan easier on the people you love.

A little about your life.

Do you own real estate?

A home or other property can make planning especially important.

Are you married?

Coordinated documents can help make sure your plans work together.

Do you have children or dependents?

This can include minor children or anyone who depends on you for support.

Do you have a living trust?

A trust is most useful when its intended assets have been transferred into it.

Do you have a will?

A will can name guardians and express your wishes for assets outside a trust.

Do you have powers of attorney?

This lets someone you trust help with finances if you cannot act yourself.

Have you named beneficiaries on major accounts?

Think retirement accounts, life insurance, and payable-on-death accounts.

Do you own a business?

Business ownership brings its own continuity and succession questions.

Do you have digital assets or crypto?

This can include online accounts, cloud files, digital collections, or cryptocurrency.

Do your loved ones know where important documents are?

A plan is easier to use when the right people know where to find it.

A simple starting point for planning. No sign-up needed.

Your readiness snapshot.

See the plan behind the paperwork.

Your answers help show what may be in place and what deserves attention next.

01Your documents
02Your family and assets
03A useful next step

A score is a starting point.

This quiz helps you spot planning areas to discuss, but it can’t account for every family, ownership, or legal detail. Review Estate Planning Basics to see how the pieces fit together.

For general education, not legal advice. Results are simplified based on your answers and may not reflect your exact situation.

Your next step

Want to turn this into a plan?

We can help you make sense of the priorities and what comes next for your family.

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