Quiz

  curl --location --request GET 'https://advisor-api.wealth.com/v1/quiz/1' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx'

{
     "questions": [{
         "id": "8licOO",
         "order": 0,
         "question": "If I can't manage my own affairs, I want someone to handle my health care and financial decisions.",
         "tag": "Financial Decisions"
     }],
     "faq": [{
         "title": "What is the difference between a Last Will & Testament and a Revocable Trust?",
         "content": [{
             "list_item": null,
             "mark_defs": [{
                 "key": "178367fd4522",
                 "href": "https://www.youtube.com/watch?v=VLDLO3nhb9Y"
             }],
             "children": [{
                 "marks": [],
                 "text": "A Will and a Trust both allow you to name who will manage your affairs, who will be your beneficiaries, and how your assets will be distributed. However, there are some key differences between both types of legal documents.\n\nFirst, if you create a Will, upon your death the probate court (sometimes called a “surrogate court”) will oversee the process to distribute your assets to your beneficiaries. Because a Will is used in the probate process, it is therefore a publicly available document. A Trust privatizes the administration of your affairs, and will not go through the probate process. \n\nSecond, whereas a Will only takes effect at your death, if you transferred assets into your Trust and something were to happen to you (for example, you are incapacitated), your successor trustee can step in to manage those assets. \n\nTo learn more, you can also watch Anne Rhodes, our Chief Legal Officer, break down the differences between a Will and a Trust here."
             },
             {
                 "marks": ["178367fd4522"],
                 "text": "Watch Video"
             }]
         },
         {
             "listItem": "bullet",
             "markDefs": [],
             "children": [
                 {
                     "marks": [],
                     "text": "Advance Health Care Directive"
                 }
             ]
         }]
     }],
     "side_faq": [{
         "content": "Do you have a particular person in mind who should handle your financial decisions if you were incapacitated?",
         "link_to": [{
             "content": "### Do you have a particular person in mind who should handle your health care and financial decisions if you were unable to yourself?"
         },
         {
             "content": "A advance health care directive is a document that allows you to name a person to make health care decisions for you and to leave guidance to that person and your medical team on your health care and post-death decisions. This includes withholding life-sustaining treatments, organ donation and disposition of remains."
         }]
     }]
 }

  curl --location --request POST 'https://advisor-api.wealth.com/v1/quiz' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx' \
    --data-raw '{
      "version": 1,
      "answers": ["eb94O6", "C81YRs", "9q50xr", "jFffD8"],
      "marital_status": "Married",
      "jurisdiction": "NY",
      "existing_estate_plan": "IndividualTrust"
    }

{
     "recommended_primary_document": "Two Individual Revocable Trusts",
     "recommended_rationale": [
         {
             "title": "You own a business.",
             "content": "Business shares can get tied up in the probate process, which can impact its continued operation. Owning those shares through a Revocable Trust passes them to your beneficiaries without court involvement, and your trustee can manage your business until then."
         }
     ],
     "possible_primary_documents": [
         "One Joint Revocable Trust",
         "Two Individual Revocable Trusts",
         "Two Last Will and Testaments"
     ],
     "possible_rationale": "Since you are not single, you need a joint revocable trust, two wills, or two individual revocable trusts."
 }