Estate Gap Assessment Question 1 of 6
Question 1 of 6
What type of assets do you currently hold?
Select all that apply
A
Real estate (primary residence, rental properties, land)
B
Vehicles (cars, boats, RVs, motorcycles)
C
Bank accounts, investment accounts, or retirement funds
D
Business interests or professional licenses
E
Other assets (collectibles, jewelry, inheritances expected)
Question 2 of 6
Do you own real estate in your personal name?
A
Yes — I own one or more properties personally
B
Some assets are in my name, some in a partner's name
C
All real estate is held in an LLC or corporation
D
No real estate owned
Question 3 of 6
What is your current family situation?
A
Single, no dependents
B
Married or partnered, no children
C
Has children or dependents
D
Blended family or beneficiaries from a prior relationship
Question 4 of 6
Do you currently have any legal structures in place?
Select all that apply
A
Revocable living trust (set up with an attorney)
B
Irrevocable trust or asset protection trust
C
LLC, corporation, or other business entity
D
Will only — no other legal structures
E
None of the above
Question 5 of 6
What is your primary concern driving this assessment?
A
Creditor or judgment exposure (lawsuit, debt, divorce)
B
Avoiding probate — keeping my estate private
C
Federal or state estate tax minimization
D
Protecting assets for my children or family legacy
E
Business owner's liability and asset separation
Question 6 of 6
Which state do you primarily reside in?
1
Florida
2
Texas
3
California
4
Nevada
5
Arizona
6
Other state
Your Gap Report is Ready
Get your personalized estate gap analysis — free
Enter your email to receive your complete gap assessment report with recommended next steps.

  • Your trust gap score and what it means
  • Priority gaps in your current estate structure
  • State-specific recommendations based on your residency
  • Recommended document package based on your situation

We don't sell your data. Unsubscribe anytime.