Estate Planning Quiz

Will or trust?
Let's find your starting point.

Every estate plan begins with a conversation. Twelve short questions will help you understand which direction — a will-based plan or a trust-based plan — likely makes the most sense to explore with your financial advisor.

12Questions

≈ 3Minutes

0Commitment

Before you begin — a quick note.

This tool is for informational and educational purposes only and should not be construed as legal, tax, investment, or financial advice. Estate planning services discussed herein are facilitated through an advisor-led process using the EncorEstate Plans platform. Neither your advisor nor EncorEstate Plans provides legal advice or acts as your attorney. Clients are responsible for making their own planning decisions and should consult a licensed attorney regarding legal questions or advice.

I understand this tool provides general educational information and is not a substitute for legal advice from an attorney.

Will or trust?Let's find your starting point.

Will or trust?
Let's find your starting point.