Table of Contents
ToggleThirty-five questions across eight areas of your family’s plan. Check what’s true today and your score updates as you go – no sign-up, nothing saved, nothing shared.
Check what's true for your family today. Anything left unchecked becomes a tip in your report.
That's the last step. Tell us who the report is for and we'll show your personalized report right away.
Every unchecked item on this page has a known, fixable answer. Bring this report to a conversation with The Matus Law Group and we'll help you decide what actually needs attention first, in plain language.
Call (732) 281-0060This checklist is general educational information, not legal advice, and using it does not create an attorney-client relationship. Your answers stay in your browser while you complete the checklist. If you request your report, the name, email, and score you provide are shared with The Matus Law Group so we can send your results and occasional planning resources. You can unsubscribe at any time.
Instead of checking boxes, ask yourself: if something happened to me tonight…
Would my family know what to do first?
Would they know who to call?
Would they know where everything is?
Would they understand my wishes?
Would my planning bring peace – or confusion?