Estate Planning Tool
Do I Need a Trust?
Explore the situations that matter to your family. Select what applies, see how a trust could help with illustrated explanations, and download your scorecard with the complete visual guide.
Your answers are private — nothing is sent to us.
Select what applies. Open any explanation to see how a trust could help.
This scorecard is educational and does not determine whether you need a trust. An attorney can compare a trust with wills, beneficiary designations, and other options for your circumstances.
Score Guide
What Your Score Means
Reflecting on your score can guide you in deciding whether the benefits of a living trust align with your family's needs and objectives.
0 – 6 pts
Little Value
Your selected answers suggest fewer trust-planning concerns. Other estate-planning tools may fit; unselected questions are not a complete assessment.
7 – 14 pts
Moderate Value
A trust may help with some of your goals. Compare its benefits, funding steps, and ongoing costs with other options.
15 – 30 pts
Significant Value
Your answers raise several reasons to discuss a trust, especially if ongoing management or family coordination is needed.
31+ pts
Near Necessity
Your answers strongly favor a trust-planning discussion. The score is educational; it does not make a trust legally required or determine the right structure.
Ready to Talk Through Your Results?
Our estate planning attorneys can walk you through what your score means and explain your options in plain English — no pressure, no obligation.