Even with the best estate plan, without the proper people in the roles in your documents, your plan may still fail! This mindset quiz is aimed at the various mindsets of those who you may select to serve as your successor trustee. We encourage you to share this quiz with your children and loved ones to make the right decision when filling this important office.

To see how you compare to those who get the most out of our LEGACY estate planning process, we invite you to take our eight question Mindset Quiz.