Know where you stand before you meet an attorney.
Take a guided assessment covering wills, trusts, healthcare directives, powers of attorney, beneficiaries, and asset planning. Receive a personalized readiness report that helps you understand potential gaps and prepares you for a more informed conversation with an estate planning professional.
✔ Covers 7 key estate planning areas
✔ Takes about 10 minutes
✔ Personalized readiness report
✔ Educational guidance — not legal advice
✔ Designed to help you prepare before meeting an attorney
Most families know they need a plan. Few know where to start — or what they're actually missing.
3 in 4
American households have no will, no trust, and no estate plan of any kind.
— Caring.com, 2025
16 months
The average time an estate without a plan spends going through probate court.
— EstateExec
$400 / hr
Average estate attorney rate — before they can even begin to tell you what you need.
— National average
“I know I should have a will. I've been saying that for years. I just don't know what I actually need or where to start.”
Homeowners with a spouse or family
“My parents are getting older and I have no idea what they have in place — or what questions to even ask them.”
Adult children helping aging parents
“I want to get my affairs in order before I retire. I just don't want my family to have to figure it all out later.”
Anyone approaching or in retirement
Your responses are evaluated across 7 key estate planning areas to produce a personalized readiness report.
Personal & Family Profile
Family structure, dependents, marital status, and state of residence.
Assets & Property
Real estate, retirement accounts, business interests, and overall estate value.
Existing Documents
Wills, trusts, powers of attorney, healthcare directives, and advance directives.
Beneficiary Designations
Life insurance, retirement accounts, bank accounts, and transfer-on-death designations.
Insurance
Life, long-term care, and disability coverage — and how it fits your planning.
Tax & Legacy Planning
Estate tax exposure, gifting strategies, and long-term legacy goals.
Special Circumstances
Business ownership, blended families, special needs dependents, and international assets.
A personalized estate readiness report, delivered by email, scored across all 7 areas with plain-English findings and a prioritized action plan. The following is based on a fictional individual.
Simple, private, and straightforward.
Complete the guided assessment
Answer 40 plain-language questions across 7 estate planning areas. No documents required — answer based on what you know today. Takes about 10 minutes.
Receive your personalized readiness report
Your responses are evaluated against established estate planning factors. A secure link to your report is delivered to your email — scored, ranked by priority, and written in plain English.
Go into your attorney meeting prepared
Share your report with your attorney, use it to ask better questions, or simply understand what you have and what you're missing. The report is yours to keep for one year.
Not legal advice
Will & Estate Ready is not a law firm. We provide educational readiness guidance — not legal representation.
$21, one time
No subscription, no renewal. Pay once and receive one report, accessible for one year.
Payment via Stripe
We never see or store your card details. Stripe handles all payments securely.
Your information stays private
Your answers are used only to generate your report. We do not sell or share your data.
No. Will & Estate Ready is not a law firm and does not provide legal advice. We help you understand your own situation clearly — so that when you do sit down with an attorney, you're not starting from zero.
$21, one time. No subscription, no renewal, no upsell. You get one report, accessible for one year via a secure link sent to your email.
Your responses are used to generate your report — nothing else. We don't sell your data, share it with third parties, or use it for marketing. Payment is handled by Stripe. We never see your card.
No. Most people use Will & Estate Ready before they have one — to understand what they actually need before they start making calls.
“Not sure” is a valid answer. It tells us something useful about your planning readiness. You don't need to dig out paperwork or know legal terminology — just answer honestly based on what you know today.
$21. One report. A clear picture of your estate planning readiness — and a far more productive first conversation with an estate planning attorney.
One-time · No subscription · Not legal advice · Secure payment via Stripe