Do you have a living trust — and is it actually funded?

"Funded" means your home, accounts, and key assets have been retitled into the trust's name.

When did you last review or update your estate documents?

Will, trust, durable power of attorney, healthcare directive.

Have you had a real conversation with your family about your plan?

Where the documents are, who's in charge, your medical wishes, and what each child should expect.

When did you last verify your beneficiary designations?

401(k), IRA, life insurance, annuities. These override your will.

What's your situation with Required Minimum Distributions?

RMDs start at age 73 and pull money out of your IRA or 401(k) on the IRS's schedule, not yours.

What percent of your retirement savings is in pre-tax accounts?

Traditional 401(k), Traditional IRA, 403(b). The IRS gets a cut of every dollar you withdraw.

If you or your spouse needed long-term care for 5 years at $120K/year — what happens?

Do your attorney, accountant, and financial planner actually talk to each other?

Misaligned advisors create misaligned plans. Documents and accounts collide.

Last one — what's your age range?

Your planning window changes the urgency of every answer above.

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Where should we send your score?

Your full score 1–100, dollar exposure, and findings are on the next screen. We'll also email you a free copy of March to a Million by Greg DuPont, Attorney and Certified Financial Planner.

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