Is your family protected?
Two minutes. Six questions. One honest answer.
Do you have a will?
Your situation
Pick everything that applies.
Applies to me
Power of attorney in place?
Someone who can act for you if you cannot.
Power of attorney
Beneficiaries checked recently?
Insurance and pension beneficiaries go stale fast.
Last checked
Your checkup result is ready. Where do we send it?
Planning gaps found
Your family is exposed. Let us fix that
Without a will and the right documents, the law decides who gets what and who cares for whom. One appointment puts you back in control.
Good start, real gaps remain
You have some pieces in place. The missing ones are exactly the documents families wish they had when it is too late to sign them.
You are ahead of most people
Well done. Review beneficiaries after every big life event and you are set.