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What’s Your Estate Planning Readiness Ranking?
Welcome to the big leagues of legacy planning! Answer each question, and we will tally your points to see where you rank on the Estate Planning Team.
📊 Your Results
Score: 0 of 30
Rank: Rookie
Time to study the playbook.
Review items to tackle next
Let’s Strengthen Your Estate Plan
Want to move up the ranks? Fill out this short form and our Wealth Management team will reach out to schedule your free consultation.
No obligation, confidential, and local guidance.
Scoring Breakdown
- 0–10 Rookie. Time to study the playbook.
- 11–16 Starter. Good start with room to grow.
- 17–22 All-Star. Solid plan with a few gaps.
- 23–27 MVP. Strong execution across the board.
- 28–30 Hall of Fame. Championship-ready.
Meet FSB's Trust Team
You’re never asked to hand something valuable to someone you don’t know. Why start now?
Joseph Gravert
VP, Senior Trust Officer
Joseph brings a legal and tax-focused perspective to FSB’s trust services. He’s helped clients navigate complex business transactions and tax strategies with clarity. His background in law and accounting adds depth to every financial conversation.
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Chad Fesler
Trust Officer
Chad has been in banking, insurance, and financial services since 2004. His wealth management experience includes working with one of the world’s largest banks, where he specialized in financial planning and investments.
