This is a general educational self-check, not legal advice, and using it creates no attorney-client relationship. It reflects your own answers within a simplified frame; it is not a score, a rating, or a legal opinion. Whether any document fits your life is a question for a licensed attorney. Talk with a licensed attorney in your state about your idiosyncratic facts and circumstances. Do not rely on this page or any information contained herein. The examples here reflect Florida law (see Fla. Stat. § 732.101). See “About this self-check” below for what each area means and for important limits.
About this self-check
This wheel is a teaching tool, not a measurement. It sorts a broad subject into six general areas so the picture is easy to read, but real planning does not divide neatly into six equal parts. The shape you see depends on how the areas are ordered, labeled, and worded; different but equally reasonable choices would produce a different-looking wheel from the same answers. Each answer is your own, and the tool does not verify anything or know your situation. Treat the result as a starting point for reflection, not a conclusion.
The “after death” area never sits at zero because, with no will, Florida law (Fla. Stat. § 732.101) supplies a default: property not effectively disposed of by will passes to the decedent’s heirs as the statute prescribes. The point is not that you have failed to plan, but that a plan already exists by default until you write your own.
The areas here are shown one at a time so they are easy to read. In practice, the documents behind them are typically prepared together, contemporaneously, as part of a single comprehensive estate plan, and the order shown is illustrative, not a required sequence or a ranking of importance. Your own plan may include more or fewer documents, or a different structure, appropriate to your particular circumstances. Only a licensed attorney can determine what fits your situation. Talk with a licensed attorney in your state about your idiosyncratic facts and circumstances. Do not rely on this page or any information contained herein.
What each area means
Incapacity — Whether your plan works while you are alive but unable to act for yourself.
After death — Whether your plan works once you are gone.
Body & care — Your physical self and your medical wishes: who speaks for your care, and what you want.
Property — Your money and your estate: what you own and who receives it.
Avoids court — Whether your plan spares your family guardianship or probate.
Simplicity — How easy your plan is to put in place and keep working.