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Help Me Decide
vitalinbound
2023-04-27T06:34:49-07:00
Help Me Decide
Use our guide to help you find which estate planning product is best for you.
Step
1
of
8
12%
Are you married?
Yes
No
Do you have any minor children?
Yes
No
Biological or adopted
Would you like to decide what happens to your property or who cares for your children after you die?
Yes
No
Would you like to decide what happens to your assets or property after you die?
Yes
No
Do you have over $166,250 in assets?
Yes
No
Cash, stocks, and tangible personal items
Do you have real property valued over $55,425?
Yes
No
Would you like to help your beneficiaries avoid probate by transferring your assets into a living trust?
Yes
No
If you go on life support or are incapacitated, do you want to decide who will make healthcare decisions for you?
Yes
No
Would you like to name someone to manage your finances or business if you're unable to?
Yes
No
Based on your selections, we'll recommend the most appropriate service we offer.
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