Take a quick inventory.
Answer simple questions about what you’ve arranged and what you’re unsure about. No documents or account numbers needed.
A little clarity. A meaningful next step.
You’ve built a life.
Let’s check
what’s in place.
Your family, your wishes, your peace of mind. Take a simple estate readiness check and see which questions deserve a closer look.
Find my starting point15 questions • Free, with instant results • Name and email at the final step
Built with your family in mindPlain-language questionsA useful result, at your pace
Start where you are
From “I should look into that”
to “I know where to start.”
Whether you have a folder full of documents or you’re just beginning, a check-in can help you organize your thoughts.
See your own snapshot.
Get a summary of the areas you report having in place, plus the items you want to revisit.
Make the next conversation easier.
Print your checklist and take it to the right professional: an attorney for the document questions, Long Financial Services for the account and beneficiary questions.
The free estate readiness check
A clearer picture
starts here.
This is a guided self-check, not a test. “I’m not sure” is a useful answer.
- Five planning areas
- No account balances or personal documents
- Save your assessment with your contact details
- A checklist you can print or save as a PDF
A place to keep learning
Good questions come first.
Explore these resources before your next conversation.
American Bar Association
Get oriented.
Explore estate planning basics and common questions about wills and trusts.
Explore estate planning American Bar AssociationUnderstand your options.
Learn what a will covers and how it fits into your broader plans.
Read the wills guide National Institute on AgingMake your wishes clear.
Get familiar with advance directives and planning for future healthcare decisions.
Explore advance care planningBefore you begin
A few things
to know.
What will my results tell me?
Your results organize your self-reported answers into items in place, items to review, and items you are unsure about. They are conversation prompts, not a professional assessment of your estate plan.
Do I need a will or trust to take this?
No. The check works as a starting point whether you already have documents or are just beginning. You can choose “Not applicable” on questions that do not fit your situation. It does not decide whether you need a trust.
Will someone contact me afterward?
At the final step, you enter your name and email to save your assessment and receive a copy by email. You can separately choose educational email follow-up or ask Long Financial Services for a financial coordination conversation. A phone number is optional. Submitting this form does not request SMS messages.
Is Estate Checkpoint a law firm?
No. Estate Checkpoint is an educational project. It does not draft documents, provide legal or tax advice, or establish an attorney-client relationship. Speak with a qualified professional about your circumstances.
Are my answers saved?
Yes. When you submit, we save your assessment and contact details so you can take the next step. You can also print your checklist or save a copy as a PDF. Contact us anytime to update or delete your information.
One small step for the people you love
You don’t have to solve everything today.
Start with a clearer picture of what’s in place.
Take my free check