Your legacy.
Your wishes.
Start with clarity.
The people you love. The values you hold. The wishes you want understood. Take our estate planning quiz to reflect on your preparations and identify the questions you would like to bring into a thoughtful conversation with Roberts Wealth Management and your legal professionals.
A little reflection.
A meaningful next step.
Begin with an honest look at what you have organized and what still needs attention. The quiz offers a score and summary based on your responses. Use them to make a list of questions and prepare for a more personal discussion.
Legacy & Estate Planning Readiness Quiz
Reflect on what matters most.
This educational quiz is provided through Retirement Ready Suite. Review the quiz’s notices and disclosures before sharing your information. Results do not create an estate plan, validate legal documents, or replace individualized legal, tax, or financial advice.
A legacy shaped
by what matters to you.
Estate planning conversations connect practical preparations with deeply personal priorities. Consider which of these subjects feel clear and which you would like to discuss in greater detail.
Your estate documents
Reflect on the documents you have in place and when they were last reviewed. Note anything you would like an estate attorney to explain or revisit in light of your current wishes.
Healthcare & decision-making
Consider whether you have discussed who should help with financial or healthcare decisions if you cannot make them yourself. Bring questions about the relevant documents to your legal professionals.
Beneficiary choices
Think about the people and organizations named on retirement accounts, insurance policies, and other assets. Identify any choices you would like to review as part of a coordinated financial and estate conversation.
People who depend on you
Consider the needs of children, loved ones, or family members who rely on your support. Make a note of responsibilities or circumstances that deserve a more personal discussion.
Family communication
Think about whether the people you trust understand your wishes and know where to find important information. Identify the conversations you would like to have while you can take part in them.
The legacy you want to leave
Your legacy may include personal messages, treasured belongings, charitable interests, and the values you want to share. Reflect on how those priorities fit alongside your financial wishes.
Explore our estate planning strategies, family legacy planning, and approach to multigenerational families for more context.
Turn reflection
into a conversation.
Notice what stood out.
Write down the questions that were difficult to answer and the wishes you would like to clarify. Your priorities and uncertainties can provide a useful starting point beyond the final score.
Bring your picture together.
Locate existing documents, beneficiary information, and the contact details for your financial and legal professionals. Ask which materials would be helpful before arranging a review.
Take a personal next step.
Discuss your financial priorities with Roberts Wealth Management and review legal documents with your estate attorney. Include your qualified tax professional when tax questions are part of the conversation.
Meet the RWM team, find your local office, or explore our Retirement Reality Check for a broader planning perspective.
Your questions.
A clearer starting point.
What is the Legacy & Estate Planning Readiness Quiz?
It is an educational self-assessment about your estate planning preparations, beneficiary choices, family communication, and legacy priorities. Use the questions and score to identify topics you want to explore with your financial and legal professionals.
How long does the estate planning quiz take?
The quiz contains 15 questions and estimates about two minutes to complete. Take the time you need to reflect on your answers. You can also open the quiz in a separate tab if you prefer more room.
Does the quiz create or validate an estate plan?
No. A quiz score cannot create legal documents, confirm their validity, or determine whether your wishes will be carried out. Review your documents and legal questions with a qualified estate attorney.
What should I do after completing the quiz?
Note the questions you found difficult and the priorities you would like to revisit. Contact Roberts Wealth Management to discuss the financial side of your legacy and coordinate legal or tax questions with the appropriate professionals.
Your legacy is personal.
Start with what matters.
Bring your wishes, your responsibilities, and your questions into a conversation about the financial decisions behind your next chapter.
