Free tool · About 3 minutes
Estate plan readiness assessment
Thirteen plain questions about what you already have. You get a picture of where things stand, what is already in good shape, and a checklist of topics worth raising — the sort of thing that makes a first meeting with an attorney much shorter.
Read this before you start
Do you have a will?
It is the document most people mean when they say "estate plan", and the one most often missing.
11 to go
Your answers stay in your browser while you work through this. We do not ask for your name, email or phone number to show you a result, and nothing here is an application. Nothing you enter here is a legal document, and none of it is sent to an attorney.
Starting your documents
Estate documents are prepared by you, using a guided self-help platform provided by Snug, Inc. (Snug Estate Planning). Snug is not a law firm and Quantum Family Wealth is not a law firm. Neither provides legal advice, and neither becomes your attorney when you use the platform.
Estate-document checkout is switched off while the arrangement with the platform provider is being confirmed.
The Snug Estate Planning portal address has not been confirmed yet, so there is nowhere for this button to send you.
In the meantime, book a conversation and we will tell you where things stand.
Estate-planning documents. Estate-planning document technology is provided through Snug, Inc. Quantum Family Wealth, Quantum Wealth Builders LLC, and Snug are not law firms and do not provide legal advice. The platform provides guided self-help forms and is not a substitute for advice from a licensed attorney. Clients with legal questions, complex family circumstances, tax concerns, special-needs planning needs, business-succession needs, or other complex estates should consult a qualified attorney.
About this checklist. This checklist is educational. It is designed to help you notice topics worth discussing with a qualified attorney and does not tell you which documents you need, draft anything, or create an attorney-client relationship.
Important information
Educational information. The information on this page is general and educational. It is not insurance, tax or legal advice, and it is not a recommendation to buy, keep, change or cancel any policy. Your own situation may lead to a different conclusion. Please talk with a licensed professional before acting.
Tax and legal information. Quantum Family Wealth does not provide tax or legal advice. Tax treatment depends on how a policy is structured, whether it stays in force, your individual circumstances and applicable law, all of which can change. Please consult your own qualified tax adviser and attorney.
Estate-planning documents. Estate-planning document technology is provided through Snug, Inc. Quantum Family Wealth, Quantum Wealth Builders LLC, and Snug are not law firms and do not provide legal advice. The platform provides guided self-help forms and is not a substitute for advice from a licensed attorney. Clients with legal questions, complex family circumstances, tax concerns, special-needs planning needs, business-succession needs, or other complex estates should consult a qualified attorney.