Guide
The 5-Minute Quiz
Find the right plan for your situation in five minutes. No signup required.
What is it?
The quiz is a short, thoughtful set of questions about your life, family, and assets. It takes about 5 minutes. You don't need to sign up or share any personal details. We ask about things like: how many people depend on you, what kinds of assets you have, whether you've started planning, and how comfortable you feel talking about it with family.
At the end, you get a personalized recommendation—which plan fits you best—and a clear action plan. No pressure, no commitment. It's designed to meet you where you are.
Why does it matter?
Most people put off death planning because it feels overwhelming. Where do you even start? The quiz breaks that down. It gives you a starting point and a path forward. You'll know exactly what to do next, in what order, and at your own pace.
Families who take the quiz report feeling less anxious and more in control. It's the first step from "I should do this someday" to "I'm doing it."
How to use it
Go to the quiz page and answer honestly. There are no wrong answers. If you're unsure, pick the option that feels closest to your situation. You can skip questions if you prefer.
When you're done, you'll see your recommended plan and a step-by-step action plan. Save it, share it with a family member, or come back later. Your answers are stored locally so you can pick up where you left off.
Tips
Do it together with your spouse or partner if you share finances. It makes the conversation easier.
You can retake the quiz anytime. Life changes—your plan can too.