What Plan Is Right For You?

Your Details

Full Name *

Email *

Page 1 of 14

Your Details

Are you an Adult who lives in NC or SC? *

I live in NC

I live in SC

I live in another State

I am under 18 years of age

Please note: We can only help you if you are over 18 and in NC/SC but even if you do not qualify today, you can use this information for your future planning.

Page 2 of 14

Your Details

Choose the options below that best fit how you’d like to complete your estate planning: *

I'm ready to take the next step—I have a pretty clear idea of what I want.

I know it’s important, but I’m not quite ready yet or still unsure about a few key things.

I’m not really familiar with estate planning, so I’m not sure why it matters or what I should be doing.

Page 3 of 14

Your Details

Choose from one of the below statements: *

I’d like a mostly online experience where I’m in the driver’s seat. I want the flexibility to book appointments on my own time, meet over Zoom from anywhere, and fill out a digital questionnaire on my computer or tablet.

I’d rather have someone guide me through the process. I’d like the choice between meeting in person or remotely, the option to complete my questionnaire either on paper or online, and access to extra support if I need it.

Page 4 of 14

Your Details

Every plan we offer includes key documents like a will, financial and health care powers of attorney, a HIPAA authorization, and a personal property memorandum. What are you most interested in learning more about or getting started with? *

The basic Will Package listed above.

A Revocable Living Trust that includes all of the documents above.

I already have a Revocable Trust and just need to update it along with the other key documents.

I'm interested in an Irrevocable Trust or want to explore options for protecting my assets in case I need long-term or skilled care in the future.

Need more info to answer this question? Click here to learn more about Wills vs Trusts and about Revocable Trust vs Irrevocable Trust

Page 5 of 14

Your Details

Choose from one of the below statements: *

I don’t own a business or have any interest in an LLC or other company.

I have an LLC (or more than one), but I don’t actively use it or it doesn’t hold significant value.

I own a business that could be sold, transferred, or wound down if something happened to me, and I want to plan ahead for that.

Page 6 of 14

Your Details

Choose from one of the below statements: *

My family situation is pretty simple—I'm married or single with no unique circumstances that require special planning.

My family situation is more complex—for example, I have a blended family, a child with special needs, or a loved one who receives SSI or Medicaid benefits.

Page 7 of 14

Your Details

Choose from one of the below statements: *

My financial resources are limited, but I still need to put a plan in place.

My finances are fairly simple. I own fewer than three properties, live within my means, and have standard accounts like checking, savings, CDs, IRAs, or 529 plans.

My financial situation is more complex. I own multiple properties, have a business or business interests, assets over $5 million, or I’m looking for long-term tax planning strategies.

I'm concerned about the cost of long-term care. I want to understand my options for covering those expenses and learn about government benefits. I may also be interested in using an Irrevocable Trust to protect my assets.

Page 8 of 14

Your Details

Choose from one of the below statements: *

My health is good, and I live independently without needing help. If I’m married, my spouse is also in good health and living independently.

I’m beginning to have some concerns about my health or my spouse’s—this could include physical or cognitive changes that may affect our independence.

I am experiencing moderate to severe cognitive or physical limitations either for myself or my spouse.

Page 9 of 14

Your Details

How aligned are you and your spouse when it comes to your estate planning goals? *

My spouse and I are on the same page about how we want to distribute our assets after we’re gone.

We have different ideas about who should receive some or all of our assets, or we haven’t been able to agree.

I want a plan that’s separate from my spouse’s, or I don’t intend to leave most of my assets to them.

N/A, I'm not married.

Page 10 of 14

Your Details

How would you like your assets and belongings to be distributed after you pass away? *

I’d like everything to go to my spouse first (if married), and then to my children. If I don’t have children, I would like to name up to four beneficiaries to inherit my assets. If I am not married, I will select up to four beneficiaries to receive my assets directly.

I’m married, but I plan to leave half or less of my assets to my spouse.

I have a different distribution plan in mind that doesn’t match the options above.

Page 11 of 14

Your Details

Would you like to leave any specific gifts or bequests? For example, leaving your house to your son or $25,000 to your niece. (Please don’t include personal property bequests like cars, jewelry, or coins here.) *

I don’t have any specific bequests.

I have 1 or 2 specific bequests I’d like to make.

I have a more detailed or complex plan for specific bequests.

Page 12 of 14

Your Details

Would you like any of the assets you're leaving to be held in a trust for any of your beneficiaries? *

All of my assets can be distributed or sold at my death

I have minor children who may inherit from me and would need a trust to manage anything they inherit, which would end when they turn 21.

I want to create a discretionary trust for one or more beneficiaries, to hold their inheritance until they reach a certain age or for their lifetime (this could include a special needs trust).

Page 13 of 14

Your Details

Street Address

City

State

Country

Postal code

Phone *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from LawyerLisa. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time. You must sign an engagement agreement with our firm and pay required amounts before you are a client of the firm. This quiz is for educational and informational purposes only until LawyerLisa is engaged.

Page 14 of 14

As Featured in:

Peace of Mind is a Click Away

Which Plan is right for YOU?

Just answer a handful of questions to see which plan is right for you!