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What is your current marital status?

This shapes the entire structure of your estate plan — from exemption thresholds to survivor protections and guardian planning.

🧍 Single Never married or not currently in a qualifying relationship
👫 Married Currently married — first or subsequent marriage
📋 Divorced Previously married, currently single
🕊️ Widowed Surviving spouse — portability election may be available
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Do you have minor children under age 18?

Guardian designations are the most critical provision in any parent’s estate plan — and only a will can make them legally binding.

✅ Yes — I have minor children Guardian designations and children’s trust provisions are critical
➡️ No minor children No children or all children are adults
🤰 Expecting — planning ahead Best time to put guardianship designations in place
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Tell us a little more about your children.

This helps determine what provisions your trust needs for guardian designations, children’s sub-trusts, and any special needs planning.

If yes, a Special Needs Trust share in your plan preserves their government benefits. An outright inheritance can eliminate them within 30 days.

🔵 Yes Special Needs Trust share needed
⚪ No Standard children’s trust provisions apply
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What is your estimated total estate value?

Include everything — home, retirement accounts, savings, investments, life insurance, and business interests. This determines which planning tools apply to your situation.

Individual exemption: the 2026 federal estate tax exemption is $15,000,000 per person.
🏠 Under $1 million Focus: probate avoidance, guardian designations, distribution planning
📈 $1 million – $3 million Below the $15M federal exemption — trust planning and beneficiary protection
💼 $3 million – $7.5 million Comprehensive trust planning — well below federal estate tax territory
🏦 Over $7.5 million May approach federal estate tax territory — advanced tax planning applies
🤔 I’m not sure We’ll help estimate during your free consultation
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What types of assets do you own?

Select all that apply. Each asset type has different planning implications — real estate, retirement accounts, and business interests all transfer differently.

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Do you currently have an estate plan?

🆕 No — starting fresh No estate planning documents in place
🔄 Yes — needs updating Have documents but situation has changed
✅ Yes — fairly current Documents reflect current situation
🤔 Not sure May have documents but uncertain what I have
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When was your plan last updated?

Plans over 3–5 years old often need significant revision — tax laws, family circumstances, and asset values all change.

✅Within the last 2 years
🔄2–5 years ago
⚠️5–10 years ago
🚨More than 10 years ago
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What matters most to you?

Select all that apply — this shapes your personalized recommendations.

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Your Personalized Estate Plan Recommendations

Based on your answers, here is what TrustFully recommends for your situation.

Your Recommended Planning Strategy

Get Your Full Results + Personalized Guide by Email

Enter your email and we’ll send your complete personalized estate planning summary — including what documents you need, what questions to ask, and what to bring to your free consultation.

By submitting, you confirm no attorney-client relationship has been created. TrustFully Law. Do not include privileged information.
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Your personalized guide is on its way!

Check your inbox — we’ve sent your personalized estate planning summary based on your answers. It includes exactly what documents your family needs and what to expect at your free consultation.

Ready to take the next step? Schedule your free 30-minute consultation directly:

📅 Schedule Your Free Consultation →

Questions? Call (314) 732-1547 or email support@trustfully.law