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5-minute assessment

The Legacy Stress Test

10 quick questions about your estate and legacy plan. Your score shows where the gaps are and how urgently to address them.

Before you start

  • Answer Yes, No or Not sure. There are no wrong answers.
  • See your score right away. No sign-up needed to get your results.
  • The higher your score, the bigger the gaps. Households scoring 70% or higher need to take action now.