Will & trust readiness — step-by-step checklist to verify your core documents are in place, legally valid, and up to date for your current life stage.
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Beneficiary audit — a worksheet to review every account, policy, and asset with a beneficiary designation, so nothing slips through the cracks when it matters most.
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Digital assets section — covers passwords, crypto, social accounts, and online subscriptions — the part most estate plans completely miss.
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Power of attorney & healthcare directive — prompts to ensure the right people have authority to act for you, both financially and medically.
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Annual review reminder system — a simple trigger list of life events (marriage, divorce, new child, home purchase) that should prompt an estate plan update.
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