5-minute assessment
How ready is your legacy plan?
The Legacy Stress Test brings awareness to gaps in your estate and legacy planning goals and helps us determine the priority level to move forward.
Your score
70% or higher: households need to take action now.
40% to 69%: some gaps to address.
Under 40%: on solid ground.
How it works
Five minutes now. Clarity for years.
- 01Answer a few questionsAbout your family, documents and wishes.
- 02Get your scoreSee where the gaps are in your estate and legacy plan.
- 03Set your prioritiesWe’ll review the results with you and decide what comes first.
eStatePlan™
Estate planning for the 21st century.
A secure, cloud-based estate planning tool. Keep your documents updated in real time, and share them with the people you designate.
Order eStatePlan™SecureCloud-based storage for your documents.
Always currentUpdate documents in real time.
ShareableWith the people you designate.
In partnership with ePIC Services Company
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