Finding the right estate plan just got easier, smarter, and more personalized. We revamped our matching quiz to bring you recommendations built directly on 2026 legal trends and attorney consensus.
What’s New & How It Helps You
- Attorney-Backed Guidance: We surveyed our national attorney network to align our quiz with current local legal best practices. Whether your situation calls for a standalone Will (with or without sub-trusts), a Joint Revocable Trust, or an Individual Revocable Trust, your results directly reflect what experienced local estate planners recommend.
- State-Specific Probate Matching: Probate is the court-supervised process of settling an estate after someone passes away. Because recent legal updates simplified probate in several states, we refined our quiz to pinpoint the specific states where probate remains unusually long, expensive, and complex.
- If you live in a high-cost, high-friction probate state, the quiz guides you toward a Trust-based estate plan to help your family avoid court delays and heavy administrative fees.
- If you live in a state with a streamlined, low-cost probate process, the quiz takes that into account to help you evaluate if a simpler, Will-based plan makes sense for you.
- Enhanced Transparency: We overhauled the results experience, so you understand the exact reasoning behind your match. You’ll get clear, step-by-step explanations covering crucial factors like privacy, avoiding court, managing out-of-state real estate, and handling unique family dynamics.
This update ensures you can move forward with complete confidence, pairing data-driven precision with the clear context you need to make the best decision for your family.
Ready to see your personalized match? Take the upgraded quiz today.
This material is for educational purposes only and is not intended to provide legal, tax, or valuation advice. Clients should consult qualified professionals regarding their individual circumstances.
