Discover Your Estate Planning Risks with RateMyEstate®
Uncover the strengths and vulnerabilities in your estate planning with the detailed RateMyEstate® Assessment. Protect your legacy, ensure your wishes are honored, and secure your loved ones’ future with clarity and confidence.
Discover Your Estate Planning Risks with RateMyEstate®
Uncover the strengths and vulnerabilities in your estate planning with the detailed RateMyEstate® Assessment. Protect your legacy, ensure your wishes are honored, and secure your loved ones’ future with clarity and confidence.
What is RateMyEstate®?
A Holistic Estate Planning Evaluation
The RateMyEstate® Assessment provides an in-depth analysis of your estate planning, offering a comprehensive overview of its current status and future potential. It’s designed to help identify gaps, mitigate risks, and give valuable insights to enhance your estate plan.
What is RateMyEstate®?
A Holistic Estate Planning Evaluation
The RateMyEstate® Assessment provides an in-depth analysis of your estate planning, offering a comprehensive overview of its current status and future potential. It’s designed to help identify gaps, mitigate risks, and give valuable insights to enhance your estate plan.
How It Works
Simplifying Your Estate Planning Journey
Complete the Assessment
Answer some questions about your estate planning situation and personal wishes in about seven minutes. Our intuitive system makes the process quick and easy to complete.
Get Your RateMyEstate® Report
Receive a comprehensive analysis of your estate. The report scores your estate across 12 critical planning areas, clearly showing where improvements are needed.
Review and Plan
Use the detailed insights from your RateMyEstate® Report to understand your estate’s current state. Plan strategically to ensure your estate is well-organized and your wishes are protected.
How It Works
Simplifying Your Estate Planning Journey
Complete the Assessment
Answer some questions about your estate planning situation and personal wishes in about seven minutes. Our intuitive system makes the process quick and easy to complete.
Get Your RateMyEstate® Report
Receive a comprehensive analysis of your estate. The report scores your estate across 12 critical planning areas, clearly showing where improvements are needed.
Review and Plan
Use the detailed insights from your RateMyEstate® Report to understand your estate’s current state. Plan strategically to ensure your estate is well-organized and your wishes are protected.
Why Choose RateMyEstate®?
The Benefits of a Thorough Estate Assessment
Why Choose RateMyEstate®?
The Benefits of a Thorough Estate Assessment
Get Started
Ready to take control of your legacy?
Sign up for RateMyEstate® today or contact us for more information and personalized support.