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The Disinheritance Quiz: 10 Questions to Protect Your Final Wishes

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The Disinheritance Quiz: 10 Questions to Protect Your Final Wishes
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The Disinheritance Quiz: 10 Questions to Protect Your Final Wishes

From second marriages to special needs trusts, test your disinheritance strategy with our 10-question quiz to prevent family feuds.

Donna LeValley's avatar By Donna LeValley Edited by Alexandra Twin Published 13 August 2026 In Features

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Exclusion hurts: Orange paper person with dejected stance off to the side of a circle of blue paper people. Isolated on white, with shadows. (Image credit: Getty Images)
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Dividing an estate is a deeply personal matter, but disinheriting a family member requires far more than just omitting a name from your will. Between state spousal laws, federal 401(k) rules, and strict probate requirements, a single paperwork misstep can invite costly court battles and overturn your exact intentions.

Whether you are navigating a second marriage or protecting a child with special needs, testing your estate planning IQ is the best way to spot hidden vulnerabilities. Take our 10-question quiz below to learn the smartest legal tools — from no-contest clauses to non-probate designations — that ensure your hard-earned assets go exactly where you want them.

And don't worry if you miss an answer; you can use the links below the quiz to brush up on disinheriting an heir and estate planning.

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More on Estate Planning, from the Kiplinger retirement team:

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  • Is Your Estate at Risk? The 5 Trusts You Need to Understand
  • Revocable vs Irrevocable Trusts: It Comes Down to Control vs Protection
  • The Little-Known Tool to Protect Your Retirement Savings in a Divorce
Get Kiplinger Today newsletter — freeContact me with news and offers from other Future brandsReceive email from us on behalf of our trusted partners or sponsorsBy submitting your information you agree to the Terms & Conditions and Privacy Policy and are aged 16 or over. Donna LeValleyDonna LeValleyRetirement Writer

Donna joined Kiplinger as a personal finance writer in 2023. She spent more than a decade as the contributing editor of J.K.Lasser's Your Income Tax Guide and edited state specific legal treatises at ALM Media. She has shared her expertise as a guest on Bloomberg, CNN, Fox, NPR, CNBC and many other media outlets around the nation. She is a graduate of Brooklyn Law School and the University at Buffalo. 

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