Your Estate Planning Assessment
Your Estate Planning Assessment will reveal how you score in each of the critical areas of estate planning — including probate avoidance, incapacity planning, beneficiary designations, trust structures, and more. It will also provide you with recommended next action steps to help you improve your scores where needed and build a comprehensive plan to better protect your family.
The assessment covers straightforward questions about your current legal documents, family dynamics, asset titling, healthcare directives, and more. No legal jargon — just an honest look at where you stand today.
What You'll Receive:
Your Estate Protection Scores — Clear, easy to read metrics showing how well your current documents are structured to carry out your wishes — and where gaps may exist that could expose your family to court delays and future family conflict.
Your Personalized Findings — Each section will also provide a brief analysis of not only the strengths, but also any gaps or vulnerabilities in your plan, including the impact of outdated beneficiaries, missing powers of attorney, unfunded trusts, probate exposure, and more.
Your Next Steps Checklist — You'll also receive a prioritized list of actionable strategies and next steps to help you strengthen your estate plan.
Whether you are just beginning to consider estate planning or your updating a complex Trust, this educational assessment is designed to give you greater clarity, insight, and confidence in your estate plan.
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.