Estate Planning Checkup

  1. Home /
  2. Estate Planning Checkup

Estate Planning Checkup

Take a moment to evaluate your estate planning readiness. These questions will help you determine whether your plan is current and if it reflects your desire to advance the Kingdom.

Do you currently have an estate plan in place?

Yes, and it's up to date.
Yes, but it hasn't been updated in 5+ years.
No, I don't have one.

Are your beneficiary designations on life insurance and retirement up to date?

Yes.
No.
I'm not sure.

Does your current estate plan advance the Kingdom?

Yes.
No.
I'm not sure.

If you answered ‘No’ or ‘I’m not sure’ to any question, schedule a free consultation now!

SCHEDULE NOW!

Not ready to schedule your free consultation yet? Access our free estate planning guide now!

REQUEST GUIDE!