Free guide · 5-minute checkup
Start with a 5-minute checkup to see which topics matter most for you. Then get our free, easy-to-read guide to protect your family, health, and assets at every stage of life.
Step 1 · Interactive checkup
Reflect on ten important topics and create a personal list of questions to discuss with an estate planning attorney.
Before you begin
This checkup is for anyone beginning an estate plan or revisiting one created in the past. There are no right or wrong answers. The purpose is to identify topics you may wish to explore further.
You can choose Not sure / Not applicable whenever a question does not fit your situation. You will get a printable summary at the end, with the chapters of our free guide to read first.
The checkup is general education, not legal advice or a determination of whether your estate plan is valid or complete. Using it does not create an attorney-client relationship.
Your personal summary
Use the topics below to organize questions for an estate planning attorney. Your responses are not scored, and they cannot establish whether your plan is sufficient.
Get the free guide to read more about the topics above, or talk with an attorney about your next steps.
Your checkup answers are not sent to the firm.
Educational information only. This checkup is not legal advice, is not specific to the law of any state, and does not create an attorney-client relationship. Results do not assess legal validity, tax consequences, eligibility for public benefits, or the effectiveness of any legal document. See our website disclaimer.
Step 2 · What’s inside the guide
Whether you’re a new parent, nearing retirement, or caring for aging loved ones, this guide explains the essentials and helps you take the next right step. Tap a chapter to preview it.
Why planning isn’t just for the wealthy and how it supports you during life, not only after death.
Financial power of attorney, health care power of attorney, living will, and a will or trust.
What happens if you don’t have decision-makers in place and how court involvement can be avoided with planning.
How to provide for a loved one with a disability without putting public benefits at risk.
What probate is, why people seek to avoid it, and practical strategies that fit different situations.
How they work, potential advantages, and when they may make sense.
Planning ahead for possible long-term care costs when insurance isn’t an option.
Basic eligibility rules, the five-year look-back, and how estate recovery works in Iowa.
Step 3 · Free download
Tell us where to send your free guide.
Keep learning
On-demand video classes presented by our attorneys.
Answers about wills, trusts, and powers of attorney.
How to prepare for your first meeting.
Bring your checkup summary to a free initial consultation at any of our six offices.
