What’s Your Estate Plan Risk Level? Take the Levine, Furman & Rubin Estate Plan Risk Quiz to Find Out Answer each question honestly. Keep track of your answers (A, B, C, or D). Δ Step 1 of 5 20% CompanyThis field is for validation purposes and should be left unchanged.1. When was the last time you reviewed your estate plan?* A. Within the last 2 years B. 3–5 years ago C. 6–10 years ago D. I don’t remember 2. Have there been any family changes (birth, death, marriage, divorce)?* A. No changes B. Minor changes C. Yes, but I haven’t updated documents D. Yes — and I’ve done nothing about it 3. Have your assets changed significantly (real estate, investments, IRA/401(k), business)?* A. No major changes B. Some growth, but manageable C. Yes, significantly D. I’m not sure what my documents cover 4. Do you have any DIY or handwritten estate documents?* A. No, everything was professionally drafted B. Not that I know of C. I’ve made small changes myself D. Yes, I used online templates 5. Are you confident in your beneficiary designations (IRA, 401(k), life insurance)?* A. Yes, recently reviewed B. Mostly confident C. Not recently checked D. I don’t know 6. Have any children or grandchildren married recently?* A. No B. Yes, but we added asset protection C. Yes, but no planning was done D. I hadn’t thought about divorce risk 7. Would your current health care proxy and power of attorney still be your choice today?* A. Absolutely B. Probably C. I’m unsure D. No 8. Are there any special needs beneficiaries in your family?* A. No B. Possibly in the future C. Yes, but no special planning done D. Yes — and I’m not sure we’re protected To get your results, please enter your first name, last name, and email address.First Name*Last Name*Email Address*Risk Score
