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Assessment
Trust Readiness Score
Rate each statement from 1 (not at all) to 5 (completely true) to surface strengths and gaps.
Readiness Assessment
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Big-picture readiness across six dimensions.
Trust Health Check
For households with a trust
Life events, asset changes, trustee status, review cadence.
Trustee Preparedness
For current & successor trustees
Fiduciary, recordkeeping, comms, distributions, advisors.
Trust Structure
Our trust document is current and reviewed within the last 3 years.
Asset Funding
All intended assets are titled to or designate the trust.
Trustee Preparedness
Our successor trustee understands their duties.
Beneficiary Planning
Beneficiary designations on retirement and life insurance match our intent.
Family Communication
Our family knows the plan exists and where to find documents.
Legacy Planning
We have captured values and intent beyond dollars.
Readiness
0
out of 100
Strengths
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Gaps
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