Are We a Good Fit? — Estate Planning Quiz | Express Estate Planning
Fit Quiz

Let’s see if we’re a good fit.

Answer all 10 questions, then see whether Express Estate Planning is right for your situation — or whether a different firm would serve you better. No email required.

About 2 minutes
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10 questions
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Do you own real property in Oregon?

Do you own real property in Oregon?

What is the approximate total value of your estate?

What is the approximate total value of your estate?

Are you married or in a domestic partnership?

Are you married or in a domestic partnership?

Do you have minor children?

Do you have minor children?

Have you created an estate plan before?

Have you created an estate plan before?

Do you own a business entity (LLC, corporation, or partnership)?

Do you own a business entity (LLC, corporation, or partnership)?

Do you own real property in states other than Oregon?

Do you own real property in states other than Oregon?

Are any of your beneficiaries non-US citizens?

Are any of your beneficiaries non-US citizens?

Do you have complex tax planning needs (estate valued over $5 million)?

Do you have complex tax planning needs (estate valued over $5 million)?

What type of plan are you most interested in?

What type of plan are you most interested in?

10 questions remaining