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. You can also leave questions for a Certified Estate Planner or Financial Professional, and book time with one (or both) right from your results page.
Built by Advisors EP. Your answers stay with AEP by default. Your answers are shared with your advisor upon your request.
"A Revocable Living Trust can help you avoid probate, plan for incapacity, and control how your beneficiaries receive assets."
90 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
Leave questions for a Certified Estate Planner or Financial Professional, then book time with them from your results page. Don't have an Advisor yet? 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