Let’s Get Real, Do You Actually Need a Trust?

Take the 60-Second Quiz to Find Out How Legally Exposed You Might Be

Hey there, savvy planner (or future one)!

Let’s play a quick game of “What If?” What if something happened to you tomorrow, would your family know what to do? Would your assets be protected? Or would the state step in and make decisions you never agreed to?

This quick quiz helps you get clear answers.

We created it to help you figure out:

Whether you need a trust to protect your legacy

How exposed you might be without an estate plan

What your next best steps should be

You Might Be More At Risk Than You Think

This isn’t just about legal documents. It’s about making sure your loved ones aren’t left with confusion, court battles, or costs that could have been avoided.

Why take this quiz?

Because:

You’re way too smart to let the court decide who gets what

You’ve worked hard and you deserve to protect it

Your family should never be stuck in probate purgatory

Planning now can prevent major stress later

Still not sure?

Frequently Asked Questions

Have questions about our services? You're in the right place!

Do I really need a trust?

Maybe. Maybe not. This quiz helps uncover whether a trust is right for your situation, like if you own property, have minor children, or want to avoid probate. We will walk you through it step by step.

How long does the quiz take?

Just a few minutes. Less time than it takes to scroll Instagram. And the insights? Much more valuable.

What happens after I take the quiz?

You will get personalized results instantly. Based on your answers, we will tell you how vulnerable you are and what you can do about it. If it makes sense, you can easily schedule a chat with us to explore your options.

Is this only for people in California?

Yes. Our firm is licensed in California, so we are focused on laws that affect Californians. If you live elsewhere, this quiz can still give you insight, but we recommend finding a local attorney to implement your plan.

Is this quiz private?

Absolutely. Your answers stay with us. We will never sell your info or spam your inbox. Promise.

What is the difference between a will and a trust?

Great question and one of the most common. A will goes into effect after you die and usually means your estate goes through probate. A trust helps you avoid probate, gives you more control, and can protect you while you are still alive. The quiz helps you figure out which you may need.

Ready to See Where You Stand?

Start Your Quiz Now!

It only takes a minute and can help you avoid years of hassle and thousands in legal fees

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