Readiness Checklist

The Readiness Checklist is a list of more than 30 items across six areas: documentation, legal, family, financial, security and emotional. You tick off what you've done and see what's left. It gives you a clear picture of your family's preparedness.

A few items only apply to some people, for example if you have children or a business. You can mark those as not applying. Items your records already show, such as a will draft or listed accounts, are ticked for you.

It's easy to lose track of what you've done and what's left. The checklist keeps you organized. You'll know exactly where you stand.

Seeing progress is motivating. Each checkmark is a step toward peace of mind.

Open the checklist and go through each item. Mark it complete when you've done it, or mark it as not applying if it doesn't fit your situation.

Your progress is saved. Revisit periodically to keep your plan current.

Don't try to complete everything at once. Work through it gradually.

Use it as a conversation starter with family. "I've done 20 of these. Want to help with the rest?"