Generations Wealth Partners

Legacy & Estate Planning Readiness Quiz

Most people believe estate planning is just about creating a will but it’s much more than that. This quick quiz is designed to help you understand how prepared you really are to preserve your legacy, protect your loved ones, and ensure your wishes are carried out. In just a few minutes, you’ll get a personalized score that reveals how well your estate plan is positioned today and where you might need to improve. Whether you already have a plan in place or are just getting started, this quiz will help identify gaps, clarify your next steps, and provide access to a professional review if needed.

Understand how prepared you are to preserve your legacy, protect your loved ones, and ensure your wishes are carried out.

Estimated Time

2 Minutes

What You'll Receive

  • Your personalized score
  • A clear profile summary
  • Tailored insights
  • Recommendations to consider
Your information is secure and always confidential.
No obligation. Get insights tailored to you.

Scroll down to see full disclosures

Fee based financial planning and investment advisory services are offered through Fortis Capital Advisors, LLC. 7301 Mission Road, Suite 326, Prairie Village, KS 66208 . Fortis Capital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Fortis Capital Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise, or training.This brochure shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arkansas or where otherwise legally permitted. This brochure is published for residents of the United Sates only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at (479)384 5905. Additional services may be available through a Generations Wealth Partners partner under their licensed capacity, fee structure, and specific terms and conditions. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss during periods of declining values. Securities Offered through Great Point Capital, LLC. Member FINRA/IEX/SIPC Information about securities-registered professionals may be found at FINRA BROKERCHECK