Four documents protect you and the people you love — no matter your age or what you’ve built. See where you stand and exactly what to do next. Your answers are anonymous — we never ask for your name or email.
01A healthcare Power of Attorney or advance directive — names who makes medical decisions if you can’t, and records your wishes.
02A durable financial Power of Attorney — lets someone you trust manage money, bills, and paperwork if you can’t.
03A will — directs who receives what, names who settles your estate, and (if needed) a guardian for your children.
04A living trust — holds your assets, keeps things private, and can help your family avoid probate.
Do you own a home or significant assets?
Do you have children or others who depend on you?
Do you have children age 18 or older?
This is an educational self-assessment, not legal advice, and creates no attorney–client relationship. Requirements and available forms vary by state — confirm with your state’s official website or a licensed attorney.