Let's talk about the stuff nobody likes to talk about

This isn't a test, and there are no wrong answers. It's a short set of questions about your estate and your family, designed to get the real conversation started.

For each question, slide to wherever feels most honest. Gut feeling is perfect. If something doesn't fit your situation, tap "Doesn't apply" and move on. It takes about 5 minutes.

All done?

You don't need to answer everything. Whatever you've filled in is plenty to start with.

Your conversation map

Here's where things landed. The score isn't a grade. It's just a picture of where you are today.

Share it with your advisor

Want to include someone else, like a spouse or your executor? Separate up to 3 addresses with commas.