Is Your Family Protected?
The Family Protection Check is a brief assessment designed to help California families identify potential gaps in their estate plans. Answer a few questions about your current planning documents, such as your will, trust, and powers of attorney, to see where your family may benefit from a closer review with an estate planning attorney.
Is Your Family Protected?
The 60-Second Family Check · Trust Law Legacy Group, APC
Related planning resources
After the Family Protection Check, review the family protection checklist, estate planning in San Jose, living trusts, and wills.
If the quiz flagged something
Two of the gaps this check most often surfaces are covered here: naming a guardian for your children and putting powers of attorney in place before they are needed.
For a lighter way to test what you already know, try our estate planning brain games.