The 7-Pillar Readiness Check
Five practical questions across each of the seven areas that matter when someone needs to step in.
- 01Digital Life
- 02Emergency & Successor Orientation
- 03Financial & Assets
- 04Household Operations
- 05Vital Records
- 06Legacy & Wishes
- 07Business Continuity
For each item, you'll mark one of three things:
Recorded means it exists, and someone else could actually find or access it without you.
Undocumented means it's missing, or it exists but only you know where it is or how to get in. A password manager without an approved successor access plan still counts as undocumented.
Not Applicable means it doesn't apply to your situation.
Free to start. See your score and top priority before deciding whether to request the full report.
“It highlights gaps clearly, especially in digital life and important records, and helps you see what someone else would actually need if they had to step in for you.”
The Handoff
A simple, fillable one-page guide that captures the essentials someone would need first. Print it, fill it in, keep it somewhere they'll find it. Enter your email to unlock the free worksheet. You can open it immediately after submitting the form.
Download The HandoffLearn at your own pace.
Got a question your score didn't answer? We've written about the situations families actually run into.
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