How long does the estate planning quiz take?

About three minutes. It is 12 short multiple-choice questions about your family, property, and goals — there is nothing to upload and no payment required.

What does the quiz tell me?

Your answers are scored to recommend one of our flat-fee packages — Will & Powers of Attorney, the Estate Plan Pro Package, or White Glove Service — and the results page explains exactly why that package fits your situation.

Do I need a will or a living trust?

A will directs who receives your property but still goes through probate. A revocable living trust avoids probate, keeps your affairs private, and manages assets if you become incapacitated. The quiz weighs your property, state, and family situation to point you to the right one.

Yes. The quiz and your personalized recommendation are completely free, and there is no obligation to purchase anything afterward.

Why do you ask for my name, email, and phone number?

We verify your contact details so we can send your results, your PDF summary, and any follow-up you request. You choose separately whether you want text message updates, and you can reply STOP at any time.

Is this legal advice?

No. Estate Plan Services LLC is a document preparation and secretarial service, not a law firm or CPA firm. The quiz recommendation is informational only and requirements vary by state.

How is my recommended package chosen?

Your answers about your state, family, real estate, business interests, retirement accounts, and life insurance are scored. Higher complexity and more property point toward a living trust plan; simpler situations point toward a will and powers of attorney package.

What happens after I finish the quiz?

You can download a branded PDF summary of your answers and recommendation immediately. We follow up by email — and by text if you consented — within one business day, and you can check out any time at your flat-fee price.

Do I have to buy the recommended package?

No. The recommendation is informational only. You can choose any package, or call (612) 315-9400 to talk it through before deciding.

Can I still use the NFFFE promo code?

Yes, when it is active. Code NFFFE takes $500 off the Estate Plan Pro Package or White Glove Service and applies automatically at checkout for 12 hours after it is activated.

Free Estate Analysis

Do I need a Will or a Trust?

Answer a few questions to discover how estate planning can protect your family, avoid probate, and save on taxes. Takes only 3 minutes.

Question 1 of 120% Complete

What state do you currently reside in?

Required — probate rules, thresholds, and taxes vary by state. This helps us customize your plan.

Select your state to begin the quiz — the questions and recommendations are state-specific.

Your progress saves automatically — you can leave and come back without losing your answers.

How the quiz works

1Answer 12 short questionsTell us about your family, property, state, and goals. Your progress saves automatically.
2Verify your contact detailsConfirm your name, email, and phone with a one-time code so we can release your results.
3Review your recommended packageSee which flat-fee package fits and exactly why it was recommended.
4Download your summaryGet a branded PDF of your answers and recommendation, then check out whenever you're ready.