15-Minute Estate Assessment™

15-Minute Estate Assessment™

Welcome!

The 15-Minute Estate Assessment™ is a crucial step that prepares you before meeting with your estate planning attorney.

This module should take approximately 10-20 minutes to complete. Note that you must complete it in its entirety once you begin this module. If you close your window before you produce your document, you will lose your input. Once you have completed it, you should download the pdf and word document versions to your computer. From there, you can continue to customize, print, or upload the document to your e-vault in your Member Dashboard. If you’d like to update something, you can start any module over again as many times as you want.