Online vs Law Firm Quiz - Texan Wills and Trusts

Name

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Enter your email below to get your personalized results.(Required)

We’ll email you a personalized summary of your answers, making it easy to review your options and decide what’s best for you.

Enter Email Confirm Email

Are you comfortable using a fully online platform without in-person meetings?(Required)

Yes, I’m comfortable with online

I prefer in-person meetings

What is the approximate value of your total estate (house, bank accounts, retirement accounts, investments, other property)?(Required)

Less than $1 million

$1 million – $5 million

$5 million – $14 million

Over $14 million

Are you concerned about a surviving spouse potentially disinheriting your children?(Required)

Yes

No

Do you own any rental or commercial properties?(Required)

Yes

No

Which best describes your goals for how your family will inherit your assets?(Required)

I just want to leave everything directly to my spouse or split among my kids, possibly with a simple age-based delay

I want to include restrictions or conditions based on things like behavior, achievement, or personal milestones

Do you have a loved one who needs special needs planning?(Required)

Yes

No

Estate Plan Shortcut: DIY or Lawyer