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Calcimator

Estate Plan Gap

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

Inputs

Results

Checklist score

0 / 100

Unchecked items4
NoteAbout 4 major document area(s) to review with an attorney
How to Use This Calculator
  1. Answer each estate planning checklist question: do you have a will or trust, financial power of attorney, healthcare directive, and living trust?
  2. Review your completeness score out of 100 and the number of unchecked documents.
  3. The note provides guidance on which documents to prioritize based on your current answers.
  4. Use this as a starting checklist — consult an estate planning attorney to create or update these documents.

What each input means

Will / trust core?
Whether you currently have a valid will or trust as your core estate document. This is the foundation of any estate plan.
Financial POA?
Whether you have a financial power of attorney designating someone to manage finances if you're incapacitated.
Healthcare directive?
Whether you have an advance healthcare directive or living will specifying medical treatment preferences.
Living trust (if needed)?
Whether you have a living trust to avoid probate and provide more control over asset distribution.

How this is calculated

Formula

Completeness Score = (Will + PoA + HC Directive + Trust) × 25 | Documents Missing = 4 − Score/25

Worked example, using the default values

  1. Identify Input Parameters
    4 parameters
    Will / trust core? = 0, Financial POA? = 0, Healthcare directive? = 0, Living trust (if needed)? = 0 = 4 input(s) provided
  2. Calculate Checklist score
    Checklist score = (hasWill + hasPoA + hasHc + hasTrust) * 25
    0 = 0
  3. Calculate Unchecked items
    Unchecked items = max(0
    4 = 4
  4. Calculate Note
    About 4 major document area(s) to review with an attorney = About 4 major document area(s) to review with an attorney

Engine last updated .

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