Audit tool
What's broken in your current estate plan?
Twelve yes/no questions covering the most common failure modes. Get a graded report with prioritized fixes — and run it again any time after a life event.
0 / 12 answered
Answer each question with your honest current state.
No data is sent anywhere. The check runs entirely in your browser.
1. Foundation
Do you have a current, signed will?
2. Foundation
Was your will signed in the last 5 years?
3. Family
Do you have minor children?
4. Family
Have you nominated a guardian (and an alternate) for your minor children?
5. Incapacity
Do you have a signed advance healthcare directive?
6. Incapacity
Do you have a durable financial power of attorney?
7. Beneficiary forms
Have you reviewed beneficiary forms on retirement accounts and life insurance in the last 2 years?
8. Digital
Have you given someone a way to access your digital accounts if you die?
9. Real estate
Do you own real estate in more than one state?
10. Real estate
If you own real estate in multiple states, have you considered a trust to avoid ancillary probate?
11. Survivors
Does someone you trust know where your estate documents are?
12. Life events
Has there been a major life event in the last 3 years that you haven't reflected in your plan?
What we look for
The 12 most common gaps.
The foundation. Without it, intestacy decides for you.
The most expensive mismatch in personal finance.
What hospitals look for first when you can't speak.
Without it, financial incapacity triggers a court process.
The single highest-stakes decision for parents.
Multi-state real estate or large estate without one is a flag.
A locked password manager is a locked estate.
Most thoroughly drafted plans nobody can find.
Marriage, birth, death, divorce, move — each demands a refresh.
Tax law changes, statutory forms change, life changes.
First choice may not be available when needed.
Even if rare, ignoring it can be costly.
Find a gap? Fix it in about 20 minutes.
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