Estate planning isn’t just for the wealthy or those approaching retirement—it’s a vital step for anyone who wants to protect their loved ones, ensure their wishes are honored, and create peace of mind for the future. Whether you’re just starting a family, managing significant assets, or simply want to prepare for the unexpected, an estate plan can make all the difference.

This quick questionnaire is designed to help you determine whether estate planning might benefit you. By answering a few simple questions, you’ll gain clarity on whether it’s time to take the next step in securing your family’s future.