Estate Planning Scenario Navigator
Understand your situation before you pay someone to solve it.
Start with your life, family, assets, and goals. The navigator organizes the issues that may matter, compares planning paths, and prepares better questions for professionals.
Educational decision support
This tool does not provide legal, tax, investment, insurance, or Medicaid advice. State laws and individual facts vary. It helps you recognize options, organize documents, and prepare for qualified professional review.
Privacy by design
Your answers stay in this browser session. Do not enter account numbers, document contents, passwords, private keys, or crypto seed phrases.
Describe your life
Select every situation that applies.
Compare options
See uses, tradeoffs, and issues to verify.
Prepare questions
Leave with a checklist for professional conversations.
Who this navigator is for
This tool is built for people who have not yet talked to an attorney about estate planning, and for people who have an old will or trust and are not sure whether it still fits their life. It works whether you are single, married, raising kids, blending a family, or supporting a parent or dependent with special needs. You do not need to know legal terms — the navigator translates your life and goals into the planning issues that actually apply to you.
You do not need an account, and nothing you enter leaves your browser. The navigator asks about your state, household, broad categories of assets, and any risks or complications (out-of-state property, blended families, special needs dependents, business ownership, and similar situations). It never asks for account numbers, balances, document contents, passwords, or identifying financial details, and it should not be used to store any of that information.
What you leave with: a personalized roadmap that flags your top priorities, shows which assets are likely to go through probate versus transfer automatically, compares planning paths (will-based plans versus revocable trusts, for example) with their tradeoffs, and produces a checklist plus a list of questions to bring to a licensed attorney. You can print the roadmap or download it as a Markdown file to share with a professional.
This is educational decision support, not legal, tax, insurance, or Medicaid advice, and it does not create an attorney-client relationship. State law and your specific facts matter, so the goal is to walk into a professional conversation informed, not to replace one. If your household is doing broader financial planning, the Marketing Strategy Navigator is a companion tool for business owners, and if you have a question about any of this, you can always ask Saratoga Labs a question.