Why take an Estate Planning Quiz?

 

Most of us know that planning for our estate is important, but with all the details and options, it can be overwhelming.

Why not start with a quiz?  Our Estate Planning Quiz will help you figure out if it’s time to create one.  

California Estate Planning Quiz

Questions? Contact Us!


How can we help you?

When to take our Estate Planning Quiz?

Its a good idea for individuals and married couples to check their estate planning documents after they have children, purchase real property, or have any other type of major life changes. 

If you had an estate plan set up in the past, it may also be a good idea to take our estate planning quiz once ever 3 to 5 years.

How long is the Estate Planning Quiz?

The answer is….It depends…

It depends on the complexity of your life and assets. With that being said, most people are able to finish our Estate Planning quiz in 2 to 5 minutes. 

From there, if you want more information, you can reach out to one of our estate planning and probate attorneys for a free estate planning consultation.

Who should take our EP Quiz?

Our quiz is perfect for anyone who does not have an estate plan in place AND for those who want to see if their current estate planning documents are up to date.

Even if you don’t have assets or children, our estate planning quiz may still be worth taking. 

Through estate planning, you can make your end of life decisions and appoint someone to carry out your health care wishes

What will I learn from the EP Quiz?

Upon completion of your estate planning quiz, you will know whether you would benefit from setting up a trust, a will, or any other estate planning documents. Most importantly, is understanding whether or not your assets will be subject to probate.

Its an excellent starting point prior to talking to an experienced estate planning attorney

Estate Planning Quiz

Don’t Delay, Take our  Quiz to See What Type of Estate Plan is Best for You Today!

You may have a lot of questions about estate planning, but you’ve come to the right place.

Our Estate Planning Quiz will help you figure out if it’s time for an estate plan and give you some ideas on how to start one.

Have you taken our estate planning quiz yet? It only takes 10 minutes (or less) and could be life-changing!

Ready, set, go answer our estate planning quiz now.

About Opelon LLP

 

Opelon LLP’s Trust Administration, Estate Planning and Probate Attorneys service clients all over the state of California. 

This estate planning quiz is not intended as legal advice and is for general information purposes.

It does not create an attorney client relationship and any answers should be reviewed with a licensed attorney. If you would like to work with us please feel free to give us a call and schedule a free consultation. 

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