First Name *

Last Name *

Email *

Phone *

What keeps you up at night when you think about leaving things behind? (Select all that apply)

Family conflict over money.

Heirs not being ready to handle an inheritance.

Taxes or legal fees eating up what I've built.

Running out of money before I pass.

Being a burden to my family if I become incapacitated.

The wrong person ending up in control.

I don't lose sleep over it.

If everything went exactly the way you'd want it to, how would you describe the legacy you leave behind in one sentence?

Section 2: Your Estate Planning Goals & Intentions

These questions are about what you want your estate plan to accomplish — separate from what is currently in place. Answering honestly here helps us compare your wishes to what your current plan actually delivers.

What is your marital status?

Do you have children?

What state do you currently live in?

Do you want to ensure your family avoids the time and expense of the probate process?

Yes, this is very important to me.

Somewhat important.

Not important to me.

I don't know enough about probate to say.

Section 4: Property, Beneficiaries & Asset Titling

Do you own your primary residence?

Yes.

No, I rent.

Do you own property in more than one state? (e.g., a vacation home, rental property, or land in another state.)

Yes.

No.

Do you know how your real estate is currently titled? (e.g., Joint Tenancy with Right of Survivorship, Tenants in Common, in a Trust, etc.)

Yes, I know exactly how all properties are titled.

I know how my primary home is titled, but not others.

No, I am unsure.

I do not own real estate.

Section 8: Digital Assets & Final Peace of Mind

Do you have a centralized list of your digital assets, including online banking passwords, social media accounts, email, and digital subscriptions?

Yes, and my executor knows how to access it.

Yes, but no one else knows how to access it.

No.

Send a link to my results and any follow-up questions over SMS (max 4 messages). *

Yes

No

Assessment Results Terms *

Send me a link to my assessment and a follow up regarding the assessment quality over SMS. Total messages sent from selecting this option: no more than 4.

Send educational opportunities, financial news, and event invitations to me over SMS. (Max 4/month) *

Yes

No

Additional Offers Terms *

I'd like occasional valuable financial insights, future event and course info, and other offers from The Retirement Institute via text. Msg and Data rates may apply. Msg freq varies. Reply HELP for help, STOP to cancel.

This assessment is designed to provide educational information. It is intended to serve as a framework for discussion with a qualified professional and is not a substitute for professional advice. *

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Any projections, estimates, formulas, statistics, or calculations shown are hypothetical in nature and are based on the information you provided, along with standardized assumptions. Actual results will vary. Past performance of investments is not indicative of future results. This assessment is based on national averages and may not reflect your particular situation, therefore it does not recommend any specific insurance product, financial institution or product, plan, or provider. *

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The information contained in this assessment does not constitute financial, investment, tax, or legal advice. Scores, calculations, and findings are educational approximations based on the information you provided. Your actual situation may differ materially from any estimates shown. You should consult with a licensed professional before making any decisions. *

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Content in this assessment may have been generated in whole or in part by artificial intelligence (AI) systems. While AI can provide valuable educational insights, these systems can make mistakes or produce inaccurate information. The information presented should be used as a starting point for your planning discussions, not as definitive advice. Before taking any actions, consult with qualified professionals who can evaluate your specific situation. *

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The Retirement Institute has not acted as your legal, financial, or fiduciary advisor in the preparation of this report. *

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Educational Content Disclaimer: All content provided by The Retirement Institute, including on this website, in our courses, and from our instructors, is for informational and educational purposes only. The Retirement Institute is not a registered investment advisor, broker-dealer, or financial services firm, and does not operate as a financial fiduciary.

The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.

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Section 1: The Emotional Foundation & Legacy Vision

Before we look at the legal and financial details, we want to understand what matters most to you on a personal level.

Section 2: Your Estate Planning Goals & Intentions

These questions are about what you want your estate plan to accomplish — separate from what is currently in place. Answering honestly here helps us compare your wishes to what your current plan actually delivers.

Section 3: Foundational Documents & Basic Preparedness

Section 4: Property, Beneficiaries & Asset Titling

Section 5: Trusts & Probate Avoidance

Section 6: Family Dynamics & Special Situations

Section 7: Tax, Liquidity & Business Succession

Section 8: Digital Assets & Final Peace of Mind