How It Works:
A simple 3-step process to understand your current preparation level.
Answer 8 Questions
Quick multiple-choice questions about your current planning status. No complex forms or personal details required
Get Your Score
Receive an instant percentage score and see which of the three preparation stages you're currently in
Discover Your Roadmap
Get personalized recommendations and resources to help move forward with confidence
What This Assessment Covers
We'll evaluate your readiness across four essential areas of final wishes planning.
Documenting Your Plan
Having a well thought out plan and having them written down. Giving your family confidence in knowing your preferences.
Funding Your Plan
Understanding the financing options and knowing the benefit of locking in today's prices to protect against inflation.
Sharing Your Plan
How comfortable you are having conversations with family and connecting to a funeral home when appropriate.
Estate & Wills
Understanding the role of a will and knowing what to put in place for your estate planning. We've created partnerships in all areas.