Which Trust Is Right for Me?

Personal Status

Are you married?

Yes No

Do you have children or grandchildren?

Yes No

Are you currently a W-2 employee?

Yes No

Are you self-employed?

Yes No

Are you retired?

Yes No

Do you receive disability?

Yes No

Do you currently have a trust and/or a will?

No Will only Trust only Both

Do you own a home?

Yes No

Do you have investments (stocks, crypto, etc.)?

Yes No

Do you own any rental properties?

Yes No

Do you have any life insurance policies?

Yes No

Do you have any annuities?

Yes No

Do you own a business?

Yes No