Educational content only. Not legal, financial, tax, or medical advice. Plan Your Passing is not a law firm and no attorney-client relationship is created here. Estate, probate, tax, and inheritance laws differ by country, state, and county. You are responsible for confirming what applies to you. Always consult a licensed attorney in your jurisdiction before acting on anything you read or generate on this site.
Estate Health Score
How prepared is your family, really?
20 questions across 6 pillars. ~5 minutes. You get a personalized score (0–100) and a focused action plan for your weakest areas. No email required to see the result.
The 6 pillars
Documents
Will, POAs, trust, advance directive — current, signed, accessible.
Conversations
Family has actually talked about wishes, executor, healthcare.
Assets
Beneficiary forms current, joint titling intentional, basis tracked.
Tax planning
State + federal estate tax exposure understood. Step-up basis prepared for.
Professional team
Attorney, CPA, financial advisor identified and reachable.
Digital legacy
Password manager, legacy contacts, digital inventory in writing.
Your answers stay in your browser. Nothing is saved until you choose to share.