How ready is your family?

Twelve honest questions. Answer for how things are today, not how they'll be after the weekend you keep meaning to have. Runs in your browser — nothing is sent anywhere.

1 · Documents

Do you have a signed will (or living trust)?

2 · Documents

Could your family find it within a day?

3 · Documents

Advance directive / medical power of attorney in place?

4 · Money

Life-insurance policies listed where family could find them?

5 · Money

A current list of your bank, retirement, and investment accounts exists?

6 · Money

Recurring bills and subscriptions written down somewhere?

7 · Digital

Someone you trust has a way to reach your passwords?

8 · Digital

Apple Legacy Contact or Google Inactive Account Manager set up?

9 · Digital

Someone could get into your phone if you couldn't?

10 · People & wishes

A who-to-call list (attorney, agent, employer HR) exists?

11 · People & wishes

Funeral / remains wishes written down?

12 · People & wishes

A letter of instruction — the plain-English walkthrough — exists?

A self-assessment from your answers. Educational, not legal or financial advice.