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Is your family actually protected — or do you just have documents?

Take the free 3-minute Legacy Readiness Assessment. You'll get your score, a plain-English action plan for your top gaps, and a Legacy Planning Credit — $75 toward our Foundational Will Package or $150 toward our Living Trust Package — when you schedule your Legacy Planning Review within 30 days. That's an advisor-guided estate plan for less than the standard do-it-yourself price. Estate planning documents are provided through Trust & Will, an online legal document service. Legacy Stewards is not a law firm and does not provide legal advice.

1. Do you have a will or living trust that reflects your life today?
No
Yes, but it's outdated (3+ years or a major life change since)
Yes, and it's current
2. Are your "if something happens" documents in place — guardian nominations (if you have minor children), medical power of attorney, and financial power of attorney?
None of these
Some of these
All of these are in place
3. Do the beneficiaries on your retirement accounts and life insurance match your current wishes?
Not sure
Some do
Reviewed within the last 2 years — all aligned
4. Are your home and major assets titled in a way that supports your plan — and avoids probate where possible?
I don't know
Partially
Yes, reviewed with an advisor
5. If something happened tomorrow, would your family know where your documents, accounts, and passwords are?
No
Some of it
Yes — organized and accessible
6. Would your family have enough income to stay stable if you were gone?
I haven't looked at it
Some coverage, not sure it's enough
Reviewed within the last 2 years
7. Does anyone coordinate your taxes, estate documents, and insurance as one picture — and when was your whole plan last reviewed?
No one — never reviewed end-to-end
Partially, or reviewed 3+ years ago
Yes — reviewed within the last 2 years
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