My Estate Plan Quiz
Do I Need an Estate Plan?
Answer a few plain-English questions. No app download. No legal jargon.
Takes about 2 minutes.
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Do you own a home?
Most homes are worth more than the probate threshold ($208,500). Combined assets worth more than the threshold may require Probate Court.
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Do you own more than $208,500 in total California assets?
Combined assets worth more than the probate threshold may require Probate Court.
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Do you have children under 18?
Parents often need extra planning for care, money, and decision-making.
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Do you have a child with special needs?
Special needs planning can help protect benefits and provide long-term support.
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Who should care for your children if you could not?
This is often called choosing a guardian.
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Who should manage money for your children?
This can be the same person who cares for them, or someone different.
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If you could not sign papers, who would help?
This is about incapacity planning, not just what happens after death.
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Would you like your family to avoid court if possible?
Some plans reduce court involvement while tailored plans aim to avoid it altogether.
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Do you already have a will or trust?
Older documents may not match current life changes, family, or altered wishes.
Your plan may need review.
It may be worth discussing your options for a comprehensive estate plan with our attorney Vince S. Giarratano.
A short consultation can help you understand which planning options fit your family.
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