If something happened to you, could someone actually step in?
This is a practical readiness check, not a storage tool.
By Lexi | Part of Lexi-Life
Progress
0 of 18 answered
Most people believe they are organised. But when something actually happens, the issue is rarely that nothing exists.
The issue is that someone else cannot find it, understand it, or act on it.
How to use this
Answer each question honestly. You’ll get an instant result based on your current level of readiness.
Readiness area
Policies
Would someone know what policies you have in place?
Would they know where to find the details?
Would they know who to contact first?
Readiness area
Access
Would someone be able to access key accounts if needed?
Would they know where you bank or invest?
Would they be able to unlock important information quickly?
Readiness area
Your will
Do you have a valid will?
Is it up to date?
Would someone know where to find the latest version?
Readiness area
Key contacts
Would someone know who your adviser, broker, or attorney is?
Would they know how to contact them?
Would they understand each person’s role?
Readiness area
First steps
Would someone know what needs to happen first?
Would they know what can wait?
Would they know what documents are needed?
Readiness area
Incapacity
If you were alive but unable to act, would someone know what to do?
Would they know who should step in?
Would they have enough clarity to act quickly?
Your readiness check
Complete the check to see your result
You’ll get an instant readiness result based on your answers.
Answer all questions to unlock your result.
Next step
Readiness is not about having information somewhere
It’s about whether the right person can find it, understand it, and act on it when it matters.
Structured clarity. When it matters.
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