Free • 5 minutes • Score out of 100
Would your family know what to do?
Find out whether the people you care about could locate what matters, contact the right people, and understand your wishes if something happened tomorrow.
- See your three biggest readiness gaps
- Get a personalized family roadmap
- No financial information or documents required
Private by design. Your answers stay in your browser.
Free • About 5 minutes • No financial information required
Family Readiness Check™
If something happened to you tomorrow, would your family know what to do?
Your family may inherit everything you own—but would they know where everything is, who to call, and what you wanted?
Find the gaps before your family has to.
Answer 20 simple questions to get a score out of 100, see your three biggest readiness gaps, and build a practical family roadmap.
- Your result is delivered through a private email link.
- No documents or account balances are needed.
- Your answers are used only to create your readiness report.
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Your Family Readiness Score
Your three biggest gaps
Your strongest area
Imagine this
You are suddenly unable to manage your affairs.
Could your family answer these five questions?
Your Readiness Gap: 0 of 5
That’s the part of your plan worth fixing first.
Your personalized roadmap
Turn your score into a Family Roadmap
You don’t need to solve everything today. Start with these priorities:
Recommended next step
Turn your results into a practical roadmap
Organize the information your family may one day need and make meaningful progress on the gaps you identified.
Save or share your results
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Important: This educational readiness assessment is not legal, tax, or financial advice. Laws and personal circumstances vary. Consider professional advice for business interests, blended families, trusts, cross-border assets, vulnerable beneficiaries, or other complex circumstances.