Do I need a Trust or Will-based estate plan?
You're unique—much like a fingerprint. Answer seven short questions and we'll point you toward the estate plan that fits your life today, with a path to talk it through with an advisor.
Built by Advisors EP. Your answers are shared with your advisor, and AEP sees them too.
"A Revocable Living Trust can help you avoid probate, plan for incapacity, and control how your beneficiaries receive assets."
60 seconds, seven questions
Built using AEP's Trust vs Will Quiz, the same one our advisors use with clients in person.
A clear, personalized result
Answering 7 quick questions will help you determine whether a Will- or Trust-Based Estate Plan might be the best fit for you.
An advisor in your corner
Current clients' results go straight to their advisor. Looking for one? We'll make a warm, no-pressure introduction to a partner advisor in your state.
Estate planning that finally feels approachable.
We do the work. You stay in the loop. Take the quiz and we'll meet you where you are—remotely, paper-free, and aligned with your financial plan.
Take the quiz