Free Estate Planning Readiness Assessment

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var band,grade,gradeCls,title,sub; if(s>=75){band='secure';grade='Reasonably Protected';gradeCls='secure'; title='Your Foundation Is Better Than Most — A Few Things to Confirm'; sub='Based on your answers, you have taken meaningful steps. The most important thing now is confirming your trust is properly funded, your beneficiary designations are coordinated, and your plan reflects your current life. Here is what we found.';} else if(s>=45){band='partial';grade='Partial Protection';gradeCls='partial'; title='Your Family Has a Start — But Meaningful Gaps Remain'; sub='You have begun the process, but several elements still leave your family exposed. Here is exactly what is missing and what it means for the people you love most.';} else{band='exposed';grade='Your Family Is Currently Exposed';gradeCls='exposed'; title='Significant Planning Gaps Were Identified'; sub='Based on your answers, your family faces real legal and financial risk if something happened today. These gaps are specific to Florida law. Here is what needs to change — and how quickly we can fix it.';}

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/* Recs */ var recs=[]; if(docs==='none') recs.push({i:'🚨',t:'No Plan Exists — Florida Courts Will Decide Everything',b:'Without any documents, Florida intestacy law controls your estate, a court decides who raises your minor children, and every asset must go through public probate before your family receives anything.'}); if(docs==='will_only'||docs==='will_poa') recs.push({i:'⚠️',t:'A Will Alone Does Not Avoid Probate — Here Is the Real Cost',b:'A will is instructions for the probate court — your family still faces a 9–24 month court process. Under §733.6171, attorney fees run ~3% on the first $1M. On a $400,000 estate that is $12,000 your heirs never needed to pay.'}); if(docs==='trust_unfunded') recs.push({i:'⚠️',t:'An Unfunded Trust Is Just Paper — It Protects Nothing',b:'Your home must be re-deeded into the trust. Bank and investment accounts must be re-titled. This is the step most law firms skip — and the one The Siegel Law Group takes as standard.'}); if(docs==='outdated') recs.push({i:'🔄',t:'Outdated Documents Can Be as Dangerous as No Documents',b:'A plan drafted before a move to Florida, a divorce, a remarriage, or the birth of a grandchild may have gaps that conflict with your current wishes. Bring what you have — we will show you what needs updating.'}); if(incap==='none'||incap==='spouse') recs.push({i:'📋',t:'No Legal Authority If You Cannot Speak — Florida Does Not Grant This Automatically',b:'Your spouse cannot access your individual bank accounts or make medical decisions without specific signed documents. Without them, a Florida court must appoint a guardian at the worst possible moment.'}); if(probate==='none'||probate==='unsure') recs.push({i:'🏠',t:'Your Assets Are Exposed to Florida Probate Court',b:'On a $500,000 estate, that is $15,000 in attorney fees your heirs lose unnecessarily — plus 9–24 months of waiting. A properly funded revocable living trust eliminates this entirely.'}); if(situation==='blended') recs.push({i:'💍',t:'Blended Family Law Requires Specific Trust Structuring',b:'Under §732.201, your surviving spouse can claim 30% of your elective estate regardless of your will — reaching your revocable trust assets and retirement accounts. Careful structuring is the solution.'}); if(situation==='minors') recs.push({i:'👶',t:'Guardian Designation and Minor Child Inheritance Protection',b:'A will designates who raises your children — without it, a Florida court decides. A trust controls when and how they receive their inheritance, not the court.'}); if(situation==='bloodline') recs.push({i:'🌳',t:'Bloodline Planning Keeps Assets in Your Family',b:'Without specific trust language, an inheritance received by your child today can become marital property and disappear in a future divorce. Bloodline protection is built into every trust we create.'}); if(situation==='ira') recs.push({i:'💼',t:'The SECURE Act Changed How Inherited IRAs Work',b:'Most non-spouse beneficiaries must now withdraw an entire inherited IRA within 10 years — creating unexpected tax bills. An IRA Trust manages distributions strategically.'}); if(situation==='snowbird') recs.push({i:'☀️',t:'Your Out-of-State Plan May Have Gaps Under Florida Law',b:'A plan created in another state may not account for Florida\'s homestead protections, the Lady Bird deed, or Florida\'s specific elective share rules — all of which affect your heirs.'}); if(situation==='specialneeds') recs.push({i:'❤️',t:'A Direct Inheritance Eliminates Government Benefits',b:'Naming a person with a disability as a direct beneficiary can immediately disqualify them from SSI and Medicaid. A properly structured special needs trust prevents this entirely.'}); if(recs.length===0) recs.push({i:'✅',t:'A Review Will Confirm Everything Is in Order',b:'Confirm your trust is funded, designations are coordinated, and your plan reflects your current life and Florida law. We review every estate plan every three years for exactly this reason.'}); if(recs.length>4)recs=recs.slice(0,4);

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/* Next Steps */ var steps=[]; if(docs==='none'){ steps.push('Schedule a free consultation this week — in-person at our Boca Raton, Naples, West Palm Beach, or Fort Lauderdale office, or virtually on your schedule.'); steps.push('If you have minor children, think through who you would want as guardian — worth considering before we meet.'); }else if(docs==='will_only'||docs==='will_poa'){ steps.push('Bring your existing documents to the consultation — we review what you have and tell you exactly what the upgrade to a full trust costs.'); steps.push('Check how your home is titled — if it is in your name alone it will go through probate regardless of your will.'); }else if(docs==='trust_unfunded'){ steps.push('Ask for a copy of the deed showing your home was transferred into the trust — if no deed was recorded your home is not in the trust.'); steps.push('Check your bank and investment account titles — they should show the trust as owner not your personal name.'); }else if(docs==='outdated'){ steps.push('Bring your existing documents to the review — we will walk through every provision and flag anything that conflicts with Florida law.'); steps.push('Make a list of major life changes since the plan was created — moves, marriages, divorces, births, deaths, or significant changes in assets.'); }else{ steps.push('Schedule your three-year review — we proactively review every client\'s plan every three years to keep pace with life and law changes.'); steps.push('Confirm all beneficiary designations are coordinated with your trust — IRAs, life insurance, and retirement accounts are the most common mismatch we find.'); } var sHtml=''; for(var j=0;j

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/* Urgency */ var urgMap={ exposed:'This Is Time-Sensitive. Life Doesn\'t Wait for Your Planning Calendar.

The families who call us after a crisis consistently say the same thing: they wish they had called sooner. A free consultation takes 30 minutes. You leave knowing exactly what your family needs, what it costs, and what happens next. Hablamos español.

', partial:'The Gaps Are Real — And Fixable With One Conversation.

A free consultation gives you a clear picture of exactly what is missing and how to fill it — plus a transparent flat-fee quote before any commitment is made. We work around your schedule, in person or virtually.

', secure:'You\'re Ahead of Most Families. Let\'s Make Sure It Stays That Way.

The Siegel Law Group reviews every estate plan every three years and conducts free successor seminars for your family after you pass. A review ensures your plan reflects your life today.

' }; document.getElementById('rUrgency').innerHTML=urgMap[band];

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