Before You Start
Answer honestly, and treat "not sure" as its own answer; it usually means no one in the family is sure, which is itself the finding. Your answers stay on this page: nothing is saved, sent, or seen by us. When you finish, each gap comes with a plain explanation of what it means and where to read more.
1.Do you have a revocable living trust?
2.Is your home, and any land you own, actually deeded in the name of the trust?
3.Are the beneficiary designations on retirement accounts and life insurance current and coordinated with the plan?
4.Do you have a durable power of attorney for finances?
5.Do you (and your spouse, if married) have an advance health care directive and a HIPAA authorization?
6.Does every child over 18 have their own directive, HIPAA authorization, and power of attorney?
7.Do the people you named, successor trustee, agents, executor, know they were named and where the documents are?
8.Has an attorney or adviser reviewed the plan in the last three years, or since your last major life change?
9.Could your family explain who inherits what, and at what ages, without opening the binder?
Begin the Conversation
Found gaps? That is normal, and fixable.
Bring your results to a confidential, no-cost first conversation. We will tell you plainly which gaps matter most for your family, what belongs in front of an estate attorney, and in what order.
Working with a family as their attorney or CPA? Start here.
Important Disclosures
This checkup is an educational checklist, not legal, tax, or investment advice, and it does not evaluate the quality or validity of any document. Avidity Capital Inc. does not practice law or draft legal documents; estate planning documents must be prepared by a qualified attorney. Answers are processed entirely in your browser and are not transmitted, stored, or visible to Avidity Capital Inc.
Regulatory Disclosure: Avidity Capital Inc. is a California state-registered investment adviser (CRD# 312745). Registration does not imply a certain level of skill or training. For firm background information, visit adviserinfo.sec.gov/firm/summary/312745.
No Commission Disclosure: Avidity Capital Inc. is compensated solely by advisory fees paid directly by clients. The firm does not receive commissions, referral fees, or revenue-sharing payments from attorneys, sponsors, issuers, or product providers.