Preparedness
Assessment

Do you currently have a legally valid will or trust in place?

Is your will/trust updated within the last 3 years (or after major life changes)?

Have you named an executor and do they know they've been appointed?

Have you created an advance healthcare directive (living will)?

Do you have a durable power of attorney assigned for financial matters?

Do you have a life insurance policy or savings to cover funeral expenses and debts?

Are all your major financial accounts properly titled with beneficiaries?

Would your loved ones know how to access all of your accounts, policies, and passwords?

Do you have an up-to-date inventory of all your debts, loans, or liabilities?

Are your critical documents stored in one secure, accessible place for your family?

Does someone you trust know how to access your digital accounts and files?

Do you have a master password manager, vault, or centralized document hub?

Have you discussed your end-of-life wishes with your family and/or executor?

Would your loved ones be able to locate and understand your final wishes quickly in a crisis?

Do you have a comprehensive plan clearly instructing your family on everything needed immediately upon your death?

Does your spouse/family feel fully prepared to continue daily life (bills, home maintenance, etc.)?

Do you have a full support team (spiritual/financial/administrative) to step in for your family?

How long would it take your family to locate and settle all your affairs if you passed today?

Have you ever served as an executor or helped settle a loved one's estate?

Do you feel confident your affairs are in order and your loved ones wouldn't struggle?