FREE assessment

You’re Building a Great Life.

Is Your Adulting Keeping Up?

Take our FREE 5-minute Life Protection Assessment to see whether the people you love would actually be able to carry out your wishes if something unexpected happened.

In This Free Assessment, You'll Discover:

  • Whether you're missing important legal protections

  • Common mistakes young adults and young families make

  • How prepared your loved ones would be in an emergency

  • What areas of your plan are solid - and where you may have gaps

  • Simple next steps based on your personal results

You may have started a retirement account. You likely have life insurance through an employer. You might even own a home, have children, or may be planning a wedding.

Life is starting to pick up speed.

But here's the question most people never think to ask:

If something unexpected happened tomorrow, would the people you love be able to carry out your wishes?

Most people in their 20s, 30s, and early 40s assume the answer is "yes." Unfortunately, that's often not the case.

The good news? Finding out is quick - and fixing any gaps is usually much easier than people expect.

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You'll Receive Your Personalized Life Protection Score

After completing the assessment, you'll receive:

  • Your Life Protection Score

  • A summary of your strengths

  • The areas that deserve attention

  • Access to a free 30-minute debriefing to explain how to close the most common protection gaps

No legal knowledge required.

No obligation.

Just practical guidance designed for real life.

WHO IT'S FOR

Legal Protection For Every Milestone

Because your legal needs evolve as your life changes.

Young couple holding keys in front of their new home

Living with a Partner

Ensure you're both protected, no matter what the future brings.

Young couple holding keys in front of their new home

New Home

Safeguard your biggest investment and make sure it transfers smoothly to your loved ones.

Young newlywed couple reviewing documents at home

Newly Married

Combine your lives legally and protect the future you are building together from day one.

New parents holding their baby in a bright nursery

New Child

Ensure your children are cared for by the people you trust most, no matter what happens.

Maybe You're...

  • Buying your first home

  • Recently married or engaged

  • Living with a partner

  • Parents of young children

  • Building savings and investments

  • Starting or growing a business

  • Wondering if you "need" an estate plan yet

You may be wondering:

  • "Do I really need legal documents at my age?"

  • "What happens if I'm in an accident and can't make decisions for myself?"

  • "Who would be able to help with medical or financial matters if something unexpected happens?"

If that sounds like you, this assessment is a great place to start.

Estate Planning Isn't About Documents.

It's about making sure your wishes can actually be carried out when the people you love need them most.

A plan only works when three things come together:

  • The right legal documents

  • Assets that are properly coordinated

  • The right people knowing what to do

Our assessment helps you understand how those pieces fit together - and whether you're protected today.

Meet Your Legal Guides

YOUR EXPERT GUIDE | Tracey ingle, estate planning attorney

Attorney Tracey Ingle is not your ordinary attorney. Sure, she has all the training and degrees on her wall: a Bachelor’s degree from Massachusetts Institute of Technology and a law degree from Suffolk University Law School. But there is more to her practice than the mechanics of probate and elder law. What’s unique about Tracey is that she genuinely enjoys helping her clients solve the puzzles that so often accompany estate planning, Medicaid, and probate and trust administration. Tracey’s working philosophy is to start with her expert knowledge of existing legal controls and options, add a good dose of practical application, and then frame a package that directly meets her clients’ goals and objectives.

Estate planning doesn't have to feel like translating an ancient language. We work with young adults to create straightforward, bulletproof legal structures for modern lives - whether you're going off to college, buying or renting a new home, getting married, or starting a family.

YOUR EXPERT GUIDE | Nicole Czarnowski, estate planning attorney

Nicole A. Czarnowski became licensed to practice law in 2024, and comes with more than just a fancy piece of paper. She has experience in both probate and estate planning from her time interning at the Bristol County Probate and Family Court and a private estate planning firm. Nicole has the excitement and drive to educate and aid clients in achieving their goals. She found her passion for estate planning and elder law through her family experiences. Her father passed with no notice and no estate plan, which made picking up the pieces of his passing harder for her family. She and her mother had to find ways to navigate their new lives with the added hassle of figuring out what her mother’s house, finances, and new life would be like. Her grandmother faced Medicaid and estate planning issues that provided her family with an almost six-year headache, five of which were spent in probate. When Nicole entered law school, she wanted to ensure that her career was spent helping families avoid the extra pains that come with a loved one’s passing.

No estate plan is a one-size-fits-all and each family has a unique situation that deserves its own unique plan. Through all the fun legal knowledge and truly listening to what you need, Nicole’s mission as an attorney is to ensure that clients feel at ease knowing the more intimate parts of their life are taken seriously and taken care of.

Start Your Free Life Protection Assessment

It takes less than five minutes to complete.

At the end, you’ll receive your personalized results and access to our free Q&A session to understand exactly what your results mean and what you could do to improve your score.

Know where you stand today. Protect the people you love tomorrow.

NO SURPRISES

Common Questions

Estate planning can feel overwhelming, but it doesn't have to be. Review our most common logistical and legal questions so you know exactly what to expect before we dive in together.

Do I really need an estate plan if I'm young and don't have many assets?

Absolutely. Estate planning isn't just about transferring wealth; it's about decision-making power. It dictates who can make medical or financial decisions for you in an emergency. If you're a legal adult, you need basic directives in place.

Will the attorney answer my specific legal questions during the Q&A session?

We will cover general guidance and the most common scenarios faced by young adults. However, for your privacy and ethical compliance, highly specific or personal legal advice requires a private consultation, which you can schedule afterward.

What if I'm not married yet, but we live together?

That makes planning even more crucial. Unmarried partners generally have zero default legal rights in medical emergencies or inheritance. Without a plan, those rights default to your parents or next of kin, regardless of your living situation.

Is the session recorded if I can't make it live?

Yes. A secure replay link will be sent to all registrants shortly after the live session concludes. However, joining live guarantees you can participate in the open Q&A.

Do I need to prepare or gather any documents before joining?

No preparation is necessary. This Q&A session is designed to be an accessible starting point. Just bring a notepad and any questions you've been putting off asking.

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Serving families throughout Massachusetts.
Email: [email protected] | Phone: (508) 281-7900

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This webinar is for educational purposes only and does not constitute formal legal advice or establish an attorney-client relationship.