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Answer 8 quick questions and we’ll show you which Phelps LaClair plan fits your situation and what it includes.

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Which Estate Plan Is Right for You? — Phelps LaClair

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Step 9

Are you married or do you have a domestic partner?

Yes, I’m married or partnered — We share finances and assets

No, I’m single — Living independently

Divorced or widowed — Previously partnered

Do you have children — or expect to?

Yes — minor children (under 18) — Guardianship and trustee designations are critical

Yes — adult children — Inheritance and family dynamics are the focus

No children — Assets pass to other beneficiaries

Not yet, but planning to — Forward-looking planning makes sense now

How would you describe your assets?

Primarily a home and retirement accounts — Typical middle-income household

Home, investments, and business interests — More complex ownership structure

Significant wealth — multiple properties or high-net-worth — Tax planning is a priority

Limited assets — just getting started — Basic protection still matters

Is avoiding probate a priority for you?

Yes — I want assets to pass privately and quickly — A living trust is usually the right tool

I’m not sure — explain the tradeoffs — Totally reasonable — we’ll walk you through it

No strong preference — A will-based plan may be sufficient

Do you have a loved one with special needs?

Yes — a child or family member with a disability — Special Needs Trust planning is essential

No — Standard planning applies

What healthcare and incapacity documents do you currently have?

None — this is all new to me — We’ll set up all the foundational documents

I have some but they’re outdated or incomplete — We can review and update them

I have a will, but no trust or healthcare docs — Common gap — easy to fill

I have a full plan in place — You may just need a review

Do you own a business or professional practice?

Yes — I want to plan for business succession — LLC structuring may apply

No business interests — Personal estate planning is the focus

What’s your primary goal in creating an estate plan?

Protect my beneficiaries and make things easy for them — Peace of mind and simplicity

Minimize taxes and preserve wealth — Tax-efficient transfer strategies

Care for a loved one with special needs — Long-term support structures

Handle an estate or trust — Administration or probate support

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Estate Plans You Can Trust · Est. 1980

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