Estate Planning Quiz

Download Our Quiz And Determine If It Is Time To Create Or Update Your Estate Plan?

Life doesn't stand still, and neither should your estate plan. Whether you're welcoming a new grandchild, retiring, or dealing with a recent diagnosis, each major life event can change what you need from your legal documents.

That's why we created this simple quiz. It takes less than two minutes to complete, and it can help you figure out if it's time to revisit your plan or create one for the first time.

Why These Events Matter

Each of these situations can affect who should inherit your assets, who can make decisions if you're unable to, and how your wishes are carried out. An outdated estate plan can create confusion, family conflict, and unnecessary legal expenses.

For example, if you named your sister as your healthcare surrogate 15 years ago but haven't spoken to her in a decade, that document won't reflect your current wishes. Or if you created a trust before your second marriage, your new spouse may not be protected the way you'd want.

What Happens After You Take the Quiz

Once you complete the quiz, you'll have a clearer picture of whether your estate plan needs attention. If you answered "yes" to even one question, it's worth having a conversation with an attorney who focuses on estate planning.

At Carol L. Grant, P.A., we help families in Pembroke Pines, Fort Lauderdale, and throughout South Florida create plans that reflect their current reality, not just their circumstances from years ago.

During your consultation, we'll review:

• Your existing documents (if you have them)
• Recent changes in your life
• What's working and what needs updating
• The specific documents you may need

Download Your Free Quiz

Ready to see where you stand? Download the Estate Plan Quiz and go through it at your own pace. There's no pressure, just honest guidance about whether it's time to take action.

Questions? We're Here to Help

If you're not sure what your answers mean or you want to talk through your specific situation, we'd be happy to hear from you.

Carol L. Grant, P.A.
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028

Email: Carol@CarolGrantLaw.com
Phone: (954) 404-8274

Office Hours:
Monday through Thursday: 9:00 AM to 5:00 PM

You can also schedule a consultation online at a time that works for you.

Frequently Asked Questions

How often should I review my estate plan?
Most attorneys recommend reviewing your plan every three to five years, or whenever you experience a significant life event. The quiz can help you identify which events might affect your documents.

What if I don't have an estate plan yet?
That's okay. Many people put this off until something happens that makes it feel urgent. If you answered "yes" to any question on the quiz, now is a good time to start.

Do I really need to update my documents if I just got remarried?
Yes. Florida law has specific rules about how spouses inherit, but your existing documents may still name your former spouse or may not include your new spouse at all. Updating your plan protects everyone you care about.

What's the difference between a will and a trust?
A will goes through probate court and takes effect after you die. A trust can help you avoid probate and can also manage your affairs if you become incapacitated. We can explain which option makes sense for your situation during a consultation.

How much does it cost to update an estate plan?
It depends on how much has changed and what needs to be revised. We offer an initial consultation where we'll discuss your needs and provide a clear quote based on your situation.

Serving Pembroke Pines and Surrounding South Florida Communities

Our office is located in Pembroke Pines, and we proudly serve families throughout Broward and Miami-Dade counties, including:

No matter where you live in the region, we're here to help you build a plan that can protect your family and reflect your values.