Guide
Readiness Checklist
39 items to track your family's preparedness. Know what's done and what's left.
What is it?
The Readiness Checklist is a comprehensive list of 39 items across documents, nominees, conversations, and legal steps. You check off what you've done and see what's left. It gives you a clear picture of your family's preparedness.
Items are grouped by category: documents, assets, nominees, family, legal, digital. You can track progress over time.
Why does it matter?
It's easy to lose track of what you've done and what's left. The checklist keeps you organized. You'll know exactly where you stand.
Seeing progress is motivating. Each checkmark is a step toward peace of mind.
How to use it
Open the checklist and go through each item. Mark complete when you've done it. Skip items that don't apply.
Your progress is saved. Revisit periodically to keep your plan current.
Tips
Don't try to complete everything at once. Work through it gradually.
Use it as a conversation starter with family. "I've done 20 of these. Want to help with the rest?"