Estate Planning Preparedness Quiz Gender*Select oneMaleFemaleMarital Status*MarriedSingleDivorcedDo you have multiple heirs?*YesNoYour Age*< 2525-3435-4445-5455+Do you have the following (you may select more than one):* A basic will A power of attorney for financial matters A power of attorney for healthcare matters A living trust None of the above Do you own properties?*Select oneYesNoWhat is the total worth of all your properties combined? (Zestimate on Zillow will suffice as an estimate.)*What is your total mortgage liability? (Put 0 if everything is paid off)*Have your properties been funded into the trust?*Select oneYesNoDo you have life insurance?*Select oneYesNoWhat is the total amount of life insurance you have?*Are there named beneficiaries on your life insurance, and are they current?*Select oneYesNoDo you have retirement accounts?*Select oneYesNoWhat is the total amount in your retirement accounts?*Are there named beneficiaries on your retirement accounts, and are they current?*Select oneYesNoWhat is the total amount in your bank (checking/saving) and brokerage accounts?*Are your bank and brokerage accounts designated TOD and POD (Transfer on Death, Pay on Death) with the correct beneficiaries?*Select oneYesNo (or Not Sure)Are you satisfied with your selections?*YesNoName ( optional ) First Last Email ( required ) Phone ( optional )