The Estate Planning Score

If something happened to you tomorrow, would your family know what to do?

Take the 2-minute Estate Planning Score to find out what's covered, what's missing, and what to do first.

Takes 2 minutes

What you get

Clarity in two minutes, not two months

Your personalized score
Your Estate Planning Score across all 5 categories, so you can see exactly where you stand.
Where the gaps are
A breakdown showing exactly which pieces are missing before they become a problem for your family.
A clear next step
One clear next step based on your results, so you know precisely what to do first.

5 categories

The score looks at the documents, designations, and safeguards that determine how smoothly your family can step in.

Beneficiary Designations
The right people named on every account that allows it, kept up to date.
Incapacity Planning
Someone legally able to step in if you cannot make decisions yourself.
Core Documents
Wills and directives that spell out your wishes clearly.
Protection Layer
Insurance and reserves that keep your household steady.
Organization and Access
Accounts, passwords, and papers your family can actually find.

How it works

1
Answer 15 questions
Two minutes, plain English, no jargon and no signup required to start.
2
Get your score
See your Estate Planning Score across all 5 categories instantly.
3
Know your next step
Walk away with one clear priority to tackle first.

Two minutes now could save your family weeks of stress later. Take the Estate Planning Score.

Takes 2 minutes