Example loaded. These are sample answers so you can see how the desk reads a file. Change anything to make it yours.
First, two questions
These change which documents belong on your list and how much each one counts.
I have minor children
I own a home or a business
Your documents
Mark each one. Add the year you last signed or reviewed it if you know it. Anything older than 5 years is treated as In progress with a note to review it.
Your file, stamped
Every sheet is one document. The stamp shows where it stands today.
Legacy readiness
0%
Nothing in place yet
Weighted readiness. A will counts more than a family conversation, so the percent reflects protection, not a count of boxes.
Items done
0 of 0
In progress
0
Your next document
Who to talk to
Three conversations cover this whole list. Here is what to bring to each.
Your legacy statement
One paragraph in your own words: what you want your money and your name to do for the people after you. The Plan Builder prints this as the last page of your Abundance Plan.
0 / 1200
Saved on this device.
Educational checklist only. It does not create or replace any legal document. Bring the will, trust, power of attorney, healthcare directive, and guardianship items to an estate planning attorney licensed where you live. Ask your plan or account provider about beneficiary and payable on death options.