JMF-RESOURCE-ESTATE-READINESS
Estate Readiness Checkup
Identify broad estate readiness gaps without making legal conclusions.
You may want to consider Advanced Planning Session (APS-100).
Open ResourceThese tools help you understand what may need attention. They do not perform paid advanced-planning, estate-planning, organization, legal, tax, financial, or funeral services.
For people who want to understand readiness, conversations, vocabulary, beneficiaries, and life-change planning before decisions become urgent.
For families gathering information, understanding broad next steps, and preparing questions for professionals after a death.
For households identifying document, contact, emergency, and digital-life categories that should be easier to find.
Identify broad estate readiness gaps without making legal conclusions.
Help people identify accounts where beneficiary designations may need review.
Prepare a family conversation about executor awareness and readiness.
Help families start planning conversations without forcing disclosure of private details.
Explain common planning words in plain language.
Help people notice life changes that may call for a planning review.
Give a broad educational readiness score based on self-reported preparedness categories.
Help a family draft remembrance language for review.
Help a named or likely executor understand broad preparation categories.
Explain broad administrative categories families may need to address after a death.
Identify categories of people or organizations families may need to notify.
Show document categories a family should know exist and be able to locate.
Help families think through digital account categories and access planning.
Identify categories of people and professionals a family may need to contact.
Help households identify emergency information categories to keep accessible.