If someone had to step into your shoes tomorrow, would they know what to do?
Would they know where your important documents are? What accounts and insurance policies exist? Who to contact? How to carry out your wishes and instructions?
Most families are not prepared for a death or sudden incapacity. Even with a Will in place, loved ones are often left navigating confusion and difficult decisions at the exact moment they can least handle it.
Find out if your family will be prepared: Take the free Estate Readiness Assessment. Answer 12 simple questions to see how prepared your family would be across three key areas:
- Legal Readiness — Are your essential documents in place?
- Information Readiness — Can the right people find what they need?
- Human Readiness — Do your loved ones understand your wishes and know who to turn to?
You’ll receive a personalized score out of 100, identify potential gaps, and get practical guidance on how to improve your readiness.
The difference between a 40 and an 80 can mean months of stress, legal bills, missing information, and difficult decisions made in the dark.
Brought to You by Estate Kit
Estate Kit helps you organize the practical details your family would need in a crisis, including documents, accounts, insurance information, passwords, important contacts, and final wishes.
Your information is securely stored in a digital vault paired with a physical portfolio, so everything is easy to find when it matters most. Smart permissions ensure the right people have access to the right information at the right time.
Estate Kit gives families the clarity and direction to act with confidence during life’s most difficult moments.
