Take a quick inventory.
Answer simple questions about what you’ve arranged and what you’re unsure about. No documents or account numbers needed.
A little clarity. A meaningful next step.
You’ve built a life.
Let’s check
what’s in place.
Your family, your wishes, your peace of mind. Take a simple estate readiness check and see which questions deserve a closer look.
Find my starting point15 questions • Free, with instant results • No email required
Built for real-life family conversationsPlain-language questionsA useful result, at your pace
Start where you are
From “I should look into that”
to “I know where to start.”
Whether you have a folder full of documents or you’re just beginning, a check-in can help you organize your thoughts.
See your own snapshot.
Get a summary of the areas you report having in place, plus the items you want to revisit.
Make the next conversation easier.
Print your checklist and bring it to a qualified attorney or financial professional when you’re ready.
The free estate readiness check
A clearer picture
starts here.
This is a guided self-check, not a test. “I’m not sure” is a useful answer.
- Five planning areas
- No account balances or personal documents
- Your answers stay in this page’s memory
- A checklist you can print or save as a PDF
Educational only. Your answers do not establish whether documents are legally valid, whether your plan is complete, or which financial products are appropriate.
A place to keep learning
Good questions come first.
Explore these national educational resources before your next conversation. Estate-planning laws and document requirements vary by state, so consult a qualified professional where you live.
American Bar Association
Get oriented.
Explore plain-language answers to common questions about wills, trusts, probate, and planning.
Explore estate planning Consumer Financial Protection BureauPlan for trusted help.
Learn how a power of attorney can let someone you choose act on your behalf.
Understand powers of attorney Internal Revenue ServiceKnow the federal basics.
Review federal information about estate and gift taxes, filing, and common questions.
Review federal guidanceBefore you begin
A few things
to know.
What will my results tell me?
Your results organize your self-reported answers into items in place, items to review, and items you are unsure about. They are conversation prompts, not a professional assessment of your estate plan.
Do I need a will or trust to take this?
No. The check works as a starting point whether you already have documents or are just beginning. You can choose “Not applicable” on questions that do not fit your situation. It does not decide whether you need a trust.
Will someone contact me afterward?
No. This initial version does not collect your name, email address, or phone number, and does not enroll you in follow-up. Your results appear immediately on this page.
Is Estate Checkpoint a law firm?
No. Estate Checkpoint is an educational project. It does not draft documents, provide legal or tax advice, or establish an attorney-client relationship. Speak with a qualified professional about your circumstances.
Are my answers saved?
Your answers are held only in this page’s memory, not sent to a server or stored in browser storage. Refreshing or closing the page clears them. Print your checklist if you want to keep a copy. Standard hosting access logs may record technical visit information, such as an IP address.
One small step for the people you love
You don’t have to solve everything today.
Start with a clearer picture of what’s in place.
Take my free check