6 questions, about a minute
Six plain questions about wills, wishes and paperwork. Educational only — it does not create or review any legal document.
1.Do you have a current will?
2.Has your will been updated since your last major life change?
3.Have you named someone to make financial or medical decisions if you could not?
4.Are the beneficiaries on your accounts and policies still the people you would choose?
5.Would your family know where to find your documents?
6.Have you talked with your family about your wishes?
This is a self-assessment tool for educational purposes only. It is not legal advice, not a legal opinion and not a diagnosis of your situation, and it makes no promise about any legal outcome. NexPhase Life is not a law firm.