Free legacy scorecard
7 Legacy Gaps Your Family Shouldn't Have to Guess About.
Most families do not realize how many decisions, passwords, documents, policies, accounts, debts, and wishes are unclear until there is already a crisis. The Legacy Scorecard helps you spot the gaps before your loved ones are left guessing.
Check whether essential documents are complete and easy to find.
Review income protection, life insurance, debt, and retirement gaps.
Identify communication gaps that can create stress or conflict.
Spot account, password, and digital-access risks.
Planning ahead is not just about paperwork.
- It is about making hard moments easier for the people you love.
- It gives family members clearer instructions when emotions are high.
- It helps reduce confusion around coverage, debt, documents, decisions, and access.
- It creates a practical path for getting organized without overwhelm.