When something happens, families don’t struggle because nothing exists.
They struggle because they cannot access or use what does.
Policies
Policies may exist, but no one knows where they are, who issued them, what they cover, or who to contact first.
Access
Accounts, contact details, documents, and key information may be locked away, scattered, or known only to one person.
The will
A will may exist, but no one may know where the latest version is, who drafted it, or whether it still reflects current wishes.
Contacts
Names may be known, but roles are often unclear. Families may not know which adviser, attorney, broker, accountant, doctor, or trusted person should be contacted first.
First practical steps
In the first few days, families are often trying to work out what must happen immediately, what can wait, who should act, and what practical responsibilities need attention.
Free checklist
Not ready to start yet?
Take the Family Readiness Check and see where the gaps are.