Estate Planning Tool
Do I Need a Trust?
Answer 20 questions and find out in under 2 minutes. Check every question that applies to your situation — your score updates live and you can download a personalized PDF summary.
Your answers are private — nothing is sent to us.
Your Score
Little Value
A trust has little value for your situation.
Check any questions that apply to you
Request a ConsultationScore Guide
What Your Score Means
Reflecting on your score can guide you in deciding whether the benefits of a living trust align with your family's needs and objectives.
0 – 6 pts
Little Value
A trust has little value for your situation.
7 – 14 pts
Moderate Value
A trust provides moderate value depending on the circumstances.
15 – 30 pts
Significant Value
A trust offers significant value especially if management is needed.
31+ pts
Near Necessity
A trust is almost a necessity for effectively meeting your estate planning goals.
Ready to Talk Through Your Results?
Our estate planning attorneys can walk you through what your score means and explain your options in plain English — no pressure, no obligation.