Estate Readiness Review
Most people have done something for estate planning.
A will. An LPA. Insurance nominations.But when decisions need to be made quickly —
families often discover gaps they didn’t know existed.This short assessment helps you reflect on one simple question:If something happened tomorrow, would decisions be clear — or would others have to figure things out?It takes about 3 minutes.
It’s private.
And it’s designed to create clarity, not urgen