Estate Plan Gap

Checklist-style score for common estate documents (not legal advice).

Financial Disclaimer

This calculator is for educational purposes only and does not constitute financial advice. Results are estimates based on the inputs provided. Consult a qualified financial advisor before making investment or financial planning decisions.

Inputs

Will / trust core?

Financial POA?

Healthcare directive?

Living trust (if needed)?

Tab to move between fields

Results

Checklist score

0 / 100

Unchecked items4

NoteAbout 4 major document area(s) to review with an attorney

How to Use This Calculator

Answer each estate planning checklist question: do you have a will or trust, financial power of attorney, healthcare directive, and living trust?
Review your completeness score out of 100 and the number of unchecked documents.
The note provides guidance on which documents to prioritize based on your current answers.
Use this as a starting checklist — consult an estate planning attorney to create or update these documents.

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