Tools
Work out what is missing
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
Inheritance readiness calculator
Thirty-three questions across six areas of legacy planning, weighted into a single 0–100 self-assessment score. No signup, nothing sent anywhere.
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
Could the person you named as executor actually act tomorrow? Fourteen questions on authority, records and access, scored 0–100.
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
Photos, email, domains, subscriptions and the accounts that hold money. Twelve questions on what would survive you, scored 0–100.
Anyone whose life is mostly in accounts rather than in filing cabinets — which is now nearly everyone.
12 questions · reviewed 2026-08-27Take itUnclaimed assets
Forgotten asset risk check
How likely is it that something you own is never found? Eleven questions on records, dormancy and contact details, scored 0–100.
Anyone with accounts opened years ago, at an old address, in a maiden name, or at a bank that has since been absorbed by another.
11 questions · reviewed 2026-08-27Take itWills
Will readiness check
Nine questions on whether your will exists, can be found, and still says what you think it says.
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 itFamily
Family preparedness check
Whether the people around you could keep things running for a fortnight without you, starting today.
Estate planning answers what happens eventually. This answers what happens on Tuesday — whether the people who depend on you could pay a bill, reach a doctor, or open the house without you. It is about practical continuity, not inheritance.
8 questions · reviewed 2026-08-27Take itNominees
Nominee health check
Whether the people you have nominated are still the right people, still reachable, and still know they were nominated.
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 itDigital legacy
Digital legacy score
How much of your online life would survive you — and how much would quietly lock, lapse or vanish.
Online accounts fail differently from bank accounts: they lock rather than freeze, and much of what is in them cannot be reissued by anyone. This checks whether the accounts that matter would be reachable, and whether anyone would even know they existed.
8 questions · reviewed 2026-08-27Take itDocuments
Document completeness check
Whether the documents that gate every other step exist, are current, and could be produced by someone other than you.
Some documents are gatekeepers: without them a later step simply waits. This checks whether those exist, whether anyone else could produce them, and whether they are current enough to be accepted.
8 questions · reviewed 2026-08-27Take itInsurance
Insurance claim readiness check
Whether a beneficiary could actually make a claim on your policies — knowing they exist is only the first step.
A policy pays out when somebody claims on it. This checks the chain between the policy and that claim: whether anyone knows it exists, whether they are the person named on it, and whether they could assemble what an insurer asks for.
8 questions · reviewed 2026-08-27Take itCrypto
Crypto continuity check
Whether anyone could recover your crypto holdings — the one asset class where a lost key is genuinely final.
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 check
Whether a business you own or run would keep operating through your sudden absence, planned or otherwise.
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 itFounders
Founder dependency check
How much of a business lives only in one person's head, accounts and relationships.
This is the sharper half of business continuity: not whether records exist, but how much depends on one person specifically. A high dependency score is not a failure of planning — it is normal for a small company — but it is worth knowing rather than discovering.
8 questions · reviewed 2026-08-27Take itEmergency plan
Emergency plan builder
Works through what an emergency plan has to contain, and shows you which parts of yours are missing.
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 itDigital accounts
Digital account action planner
Turns “what happens to my online accounts” into a per-account decision you have actually made.
The digital legacy score measures where you are. This one is the work: it walks the decisions each category of account needs, so the outcome is a written instruction rather than a good intention. Nothing you enter leaves this page.
9 questions · reviewed 2026-08-27Take itClaims
Cross-border claim checklist
The questions to answer before claiming an asset held in a different country from where you live.
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 itReview
Annual review checklist
The once-a-year pass: what changed, what went stale, and what nobody has been told about.
Everything in this subject decays quietly. Contacts move, policies lapse, people change. This is the yearly pass that catches it — fifteen minutes, once a year, is the whole maintenance cost of a plan that took a weekend to build.
9 questions · reviewed 2026-08-27Take it
Also on the site
The legacy readiness score 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.