FirsTrust

77% of Americans say they do not feel prepared to pass down an inheritance, meaning most families are handing off money without a plan for what happens next.

Are you part of the 77% who aren’t prepared?

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Edward Jones and Morning Consult Study

Choose Your Assessment

Select an assessment below to identify potential gaps in your financial strategy and receive personalized insights.

Family eating outside at picnic table
3-4 minutes12 questions

Trust & Estate Assessment

Evaluate your estate plan's effectiveness

Many estate plans become outdated due to life changes, new tax laws, or simply the passage of time. This assessment helps you identify potential gaps and understand what may need attention.

  • Trust and beneficiary designations
  • Asset protection strategies
  • Tax optimization opportunities
  • Healthcare directives and powers of attorney
Begin Assessment
Chess pieces on a compass board
2-3 minutes10 questions

Financial Planning Assessment

Discover your financial priorities

With competing priorities and limited time, it's crucial to understand which areas of your financial life need the most attention. This assessment helps you focus your strategy.

  • Retirement planning and income strategies
  • Investment management and growth
  • Tax planning and optimization
  • Risk management and protection
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