Will vs. Trust Quiz Does a will cover everything or does a trust suit you better? Take this quick quiz. In two minutes, you’ll see which plan lines up with what you actually need. Should your personal finances stay off public court records if you pass away or become disabled? Yes, keep them private. No, I don’t mind public records. None How soon would your family need access to money after you die? Right away for living costs. Within a few months. Timing isn’t an issue. None How important is it to avoid court fees for your family? Very important, I want costs near zero. Some fees are okay if the paperwork is light. Costs don’t matter. None Do you own real estate in more than one state? Yes No None What is the total value of your real estate? Under $250,000 $250,000 to $1,000,000 Over $1,000,000 None Do you own a company you want to transfer? Yes No None Do you have minor children or dependents who need a guardian? Yes No None Could family members potentially argue over your estate? Yes No None Do you have a loved one with special needs who will need ongoing support? Yes No None How much control do you want over when and how heirs receive their inheritance? A lot, I want rules and schedules. Some, a bit of guidance. Little, they can handle it. None Name Email Phone Time's up
