Tools
Free tools, no account needed
Short, structured self-assessments. Each one asks what you have organised, scores the answers against a checklist we wrote down, and says where the next hour is best spent.
No signup. Your answers stay in your browser — nothing is sent anywhere, so there is nothing for us to store or lose.
Readiness
Digital Legacy Readiness Calculator: Score Your Plan in Minutes
Thirty-three questions across six areas of legacy planning, weighted into a single score out of 100. Nothing is sent anywhere and no signup is required.
Anyone organising their own affairs who wants a structured sweep rather than a vague sense that something is missing.
33 questions · reviewed 2026-08-27Take itExecutors
Executor Readiness Check: What Your Executor Would Face on Day One
A free check on what your executor would actually face. What they would find, what they would have to reconstruct, and the documents they would be missing on day one.
Anyone who has named an executor, and anyone who has been named as one and is wondering what they would actually be able to do.
14 questions · reviewed 2026-08-27Take itDigital legacy
Digital Account Continuity Check: Which Accounts Would Be Lost
A free check on which of your accounts have a legacy setting switched on, which have one you have not used, and which would simply be lost when nobody can sign in.
Anyone whose life is mostly in accounts rather than in filing cabinets — which is now nearly everyone.
12 questions · reviewed 2026-08-27Take itWills
Will Readiness Check: Does Your Will Cover What You Actually Own
A free check on whether your will covers what you own today, the gaps most wills leave open around digital assets, and the questions to take to a lawyer next.
This checks whether a will would actually do its job — that it exists, that somebody can find the original, and that it has not been quietly overtaken by a change in your life. It does not check whether a will is valid where you live; only a qualified professional in your jurisdiction can tell you that.
9 questions · reviewed 2026-08-27Take itNominees
Nominee Health Check: Can the People You Named Actually Act
A free check on whether your nominees can actually act when it matters. Backup coverage, current contact details, scope of access, and the gaps that stall a claim.
A nomination made years ago and never revisited is one of the quietest failure modes in this whole subject: everything looks configured, and the person named is unreachable, unaware, or no longer the person you would choose. This checks the nominations themselves rather than what they unlock.
8 questions · reviewed 2026-08-27Take itCrypto
Crypto Continuity Check: Could Anyone but You Recover It
A free check on whether your crypto is recoverable by anyone but you. Seed phrase storage, hardware wallets, exchange accounts, and the single points of failure in each.
Crypto is the asset class with no institution to appeal to. A key nobody can reconstruct is gone, permanently, in a way a bank account never is. This checks whether recovery is possible at all, and whether it is possible without exposing you now.
8 questions · reviewed 2026-08-27Take itBusiness
Business Continuity Planning for Founders: A Free Readiness Check
Business continuity planning for founders. What happens to access, signatories and succession if you are not there, and the gaps that would stop the business trading.
For anyone with a stake in a business, personal continuity and business continuity are the same problem seen from two sides. This checks the operational side: whether the business would keep running, keep paying people, and keep its access to its own systems.
9 questions · reviewed 2026-08-27Take itEmergency plan
Emergency Plan Builder: A One-Page Plan Your Family Can Act On
Build a one-page emergency plan your family can actually act on. Medical directives, allergies, insurance, key contacts and first steps, formatted to print and keep.
Less a score than a build sheet: each question is a component of a plan, and the gaps at the end are your to-do list in weight order. It assumes an emergency lasting days, not an estate lasting years.
9 questions · reviewed 2026-08-27Take itClaims
Country Claim Checklist: Documents and Portals for Twelve Countries
A printable checklist of the documents and official portals needed to claim unclaimed assets, country by country, covering all twelve markets we have researched.
A cross-border claim fails on preparation far more often than on entitlement. This lists the questions to answer FIRST, whichever country is involved. It deliberately describes no country's process: those differ, they change, and getting one wrong here would send you down a route that does not exist.
9 questions · reviewed 2026-08-27Take it
Checklists
Checklists you can print
Plain lists, not another form. Print them, or send them to a parent who will not use an app.
First 30 days after a death — a checklist
What to do in week one, week two and month one, in the order it actually has to happen.
- Week 1 — Order several certified copies of the death certificate
- Week 1 — Notify immediate family, the employer, and close contacts
- Week 1 — Locate the will, if one exists, and contact the executor
- Week 1 — Secure the home, vehicles and any valuables
- Week 2 — Notify banks, insurers, and any pension or provident fund offices
- Week 2 — Redirect or forward mail; cancel recurring payments in their name
- Week 2 — Start a life insurance claim if a policy exists
- Week 2 — Tell the employer's HR about final pay, gratuity and provident fund
- Month 1 — Apply for a legal heir or succession certificate if a claim needs one
- Month 1 — Begin transferring or closing bank accounts and lockers
- Month 1 — File for outstanding EPF, PPF, NPS or gratuity dues
- Month 1 — Talk to a lawyer or tax adviser about the estate and pending filings
Nominee audit checklist
Every kind of account in India that has a nominee field, in one list, so you can check them off. Most people find at least two that are out of date.
- Bank savings and current accounts
- Fixed deposits and recurring deposits
- Employees' Provident Fund (EPF)
- Public Provident Fund (PPF)
- National Pension System (NPS)
- Life insurance policies
- Mutual fund folios and demat/trading accounts
- Post office savings schemes
- Employer gratuity nomination
- Any employer-provided group insurance
Digital asset inventory worksheet
A blank worksheet for listing accounts, policies and documents by hand — for people who want to start on paper before they start on a screen.
- Account or service name
- Username or login email
- Where the password is stored (never the password itself)
- Institution or provider, and how to contact them
- Approximate value or purpose of the account
- Nominee or beneficiary on file — yes or no
Document locator worksheet
Where the physical papers actually are — the locker, the file, the cupboard, the person who has a copy.
- Property deeds and title documents
- Bank passbooks and the locker key
- Insurance policy documents
- The will, and any codicils
- Identity documents — PAN, Aadhaar, passport
- Vehicle registration and insurance
- Tax filings and investment statements
Unclaimed money
Find money that is sitting unclaimed
A plain directory of the official places to look — dormant bank deposits, unclaimed shares and dividends, unclaimed insurance amounts and dormant provident fund accounts.
Where to search for unclaimed money in India
Each entry links to the official government portal and says what you will need to search.
Also on the site
The <link>legacy readiness score</link> is a shorter, translated version of the same idea — six areas, sixteen questions.
This is a self-assessment, not advice. It scores the answers you gave against a checklist we wrote — it does not see your documents, your accounts or your jurisdiction, and it is not legal, tax or financial advice. What is required varies by country. Treat the score as a prompt for what to look at next, and speak to a qualified professional about your own situation.