Guide
The 3-Minute Quiz
See where your family stands and what to do first, in about three minutes. No signup required.
Updated: 2 Oct 2026
What is it?
The quiz is a short set of questions about your life, family, and assets. It takes about 3 minutes. You don't need to sign up or share any personal details. It starts by asking who you are doing this for: yourself, or a parent or relative. Then come 7 quick questions: whether you own property, roughly how much you have in savings and investments, whether you run a business, your family situation, whether you have a will, whether your documents are easy to find, and whether your family knows your wishes.
At the end, you get a plain-language read on your situation and your first steps, in order. No pressure, no commitment. It is guidance, not legal or tax advice.
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 what to do next, in what order, and at your own pace.
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. Each question needs one answer, so if you're unsure, pick the option closest to your situation. You can go back and change an answer before you see your result.
When you're done, you'll see your situation and your first steps. Signed in, each step takes you to the page where you do it. If you haven't signed up, you can add your email to keep your result for when you create a free account, or share it with a family member. Your answers are saved on your device, 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.
Doing this for a parent? Choose that at the start. The plan stays theirs, in their own free account, and you can sit with them while they fill it in.
You can retake the quiz anytime. Life changes, and your plan can too.
