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Documents

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.

Answers stay in this browser — nothing is sent to LifeWynQuestions reviewed 2026-08-27

Progress

0 of 8 answered

Section 1 of 3 · 30% of the score

Identity and status

Are your identity documents current and their whereabouts recorded?

Expired is fine as a record of who you are; note that it is expired.

Are the certificates that prove relationships recorded — marriage, birth, adoption?

These are what a relative is asked for first.

Section 2 of 3 · 35% of the score

Assets and obligations

Are property deeds or your tenancy agreement recorded?

Note where the original sits, not just that it exists.

Are insurance policy schedules recorded?

The schedule, not the marketing pack.

Are loan, mortgage and other liability documents recorded?

The half of an estate that is easiest to overlook and worst to discover late.

Section 3 of 3 · 35% of the score

Reachable without you

Could somebody else produce these without your help?

The whole point of the exercise.

Is it recorded where each ORIGINAL is held, not only that a copy exists?

“Original with the solicitor who drew it up” answers the question a copy raises.

Is anything stored in a way that survives losing your phone or laptop?

A single device is a single point of failure.

Nothing answered yet. Your score appears once every question has an answer — a part-finished score would measure the questions you skipped.

How this score is worked out

Three sections: identity and status documents, asset and obligation documents, and whether any of it is reachable without you. Reachability is weighted heavily because a complete set only you can open is the same as an incomplete set.

Every question is yes/no and carries a weight of 1 to 3. A section scores the weight you answered “yes” to as a percentage of its total weight. The overall score combines the section percentages by the section weights shown on each heading, which always total 100, then rounds. Anything you have not answered counts as “no”, so a half-finished assessment always scores lower than the same situation fully answered — the score is never flattered by stopping early.

The score reflects only the answers you gave. It cannot see your documents, your accounts or the rules where you live, so treat it as a prompt for what to check next, not a verdict.

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.

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