Estate Readiness Assessment
How estate-ready are you?
A short, 12-question assessment to understand how prepared your family would be if something happened to you — across legal readiness, information readiness, and human readiness.
3 minute activityWhat you'll get
- Your overall estate readiness score out of 100.
- A breakdown of the three pillars of estate readiness.
- A short list of next steps and recommended reading.
Estate planning vs. estate readiness
A Will says what you want done. It can't say where to find it.
Your Will and Powers of Attorney are just the tip of the iceberg. Below the surface sits everything else your family would need to find: accounts, passwords, insurance, contacts, instructions, and more.
Most of it usually stays hidden, scattered across drawers, inboxes, and memory. This assessment brings it into view, so you can close the gaps now, while they're still simple to fix.
Pillar one
Legal readiness
The documents that speak for you. A Will, Powers of Attorney, and beneficiary designations that are current, valid, and easy for the right people to find.
Pillar two
Information readiness
Where most families struggle. Accounts, policies, property, passwords, and contacts, kept in one place instead of scattered across drawers, inboxes, and memory.
Pillar three
Human readiness
The most overlooked, and often the most important. The people who would step in know their role and understand your decisions, instead of guessing under stress. This is where clarity becomes kindness.
Take three minutes for the people you love.
You will get your score and a short, practical reading list to start fixing your estate plan.