Legacy Planning Scorecard

How Ready Is Your Legacy?

A 32-question assessment across 8 areas of legacy planning — get your score, discover your gaps, and leave with a clear action plan.

📜 Estate Documents

🛡️ Insurance

🏠 Property

💼 Retirement Accounts

🤝 Giving & Generosity

💳 Debt

👨‍👩‍👧 Family Conversations

💻 Digital Assets

Your first name — so we can personalize your scorecard

Takes about 6 minutes · No sign-up required · Results are private