Quiz: What documents do you need?

This 2-minute quiz will help you figure out which estate or legacy planning documents matter most for your situation—and which ones you can skip. You’ll get a personalized checklist of what you need now, what to consider later, and helpful resources to take action confidently.  

What’s your age group?



 
What’s your current planning status?



 
Who depends on you financially or emotionally?




 
What kinds of assets do you have?





 
What are you most concerned about? (Select up to 2)





 
Have you talked with your family about your wishes?



 
Where are your documents stored?



 
Want your results, a free planning resources delivered by email, and to sign up for your newsletter?


 
 
 

Disclaimer: This quiz is for informational purposes only and is not intended to provide legal, financial, or tax advice. For guidance specific to your situation, please consult with a licensed attorney or qualified professional. SageVault does not offer legal services and does not act as a substitute for professional legal counsel.

Scroll to Top
---
✕