Two minutes · Ten questions · Four free white papers

Your Family
Readiness Check

The same ten questions we ask at every Great Estate Rescue workshop. Answer them for your own family, and we'll send you all four of our white papers right away.

Would you be against finding out where your plan stands before your family has to?

Mark yes or no on each question

There are no wrong answers

Most families answer "no" or "not sure" to a few of these. That's exactly why we ask. Your answers stay private and help us start where you're most concerned if you ever want a 1:1.

We'll email your white papers and may follow up once by phone or email. You can opt out anytime. Education only, not legal, tax or investment advice.

Education, not advice: this site is general information, not legal, tax, accounting or investment advice for your situation. Zoop Benefits is an insurance agency, not a law firm. Legal services come only from licensed attorneys, tax advice only from licensed CPAs or qualified tax professionals, and investment advice only from appropriately registered professionals. Wealth.com is not a law firm. Laws vary by state.