The Readiness Quiz

Could your family find what they need?

Ten questions about the records your family would need if something happened to you. Answer for how things stand today, not how you plan for them to stand someday.

It takes about two minutes. Your answers stay in your browser. Nothing is sent to us or stored anywhere, and your result shows on this page with no email required.

1. If something happened to you tonight, would your family know where your will and other legal papers are kept? Yes Partly No

2. Is there a written list of your bank accounts, insurance policies, and debts, all in one place? Yes Partly No

3. Would your family know who to call first: your attorney, your insurance agent, your bank, your employer? Yes Partly No

4. Have you written down your wishes for a funeral or memorial, and for burial or cremation? Yes Partly No

5. Could someone you trust get into your phone, email, and important online accounts if they had to? Yes Partly No

6. Does the person who would handle things for you know they have that job, and have they agreed to it? Yes Partly No

7. Would your family be able to keep the regular bills paid for the first month: mortgage or rent, utilities, insurance? Yes Partly No

8. Is there a written plan for anyone who depends on you day to day: children, an older parent, or pets? Yes Partly No

9. Have you looked at all of this in the last year, and is it still accurate? Yes Partly No

10. Could your family get through the first 72 hours using only what you have written down, without searching drawers and phones? Yes Partly No

This quiz is a self-check about organization. It is not a legal, financial, tax, or medical assessment, and a high score does not mean your legal documents are in order. Your legal documents and beneficiary designations control your estate. Please have an attorney in your state prepare or review your legal documents.

Could your family find what they need?

Your readiness score: out of 20

Where the gaps are

A place to start