15-Minute Estate Assessment™

Welcome!

The 15-Minute Estate Assessment™ is a crucial step that prepares you before meeting with your estate planning attorney.

This module should take approximately 10-20 minutes to complete.

Note that you must complete it in its entirety once you begin this module. If you close your window before you produce your document, you will lose your input. Once you have completed it, you should download the pdf version to your computer. If you’d like to update something, you can start any module over again as many times as you want.

Google Chrome is the suggested browser. For Safari users, click here for instructions to be able to use our tools effectively.