If something unexpected happened to you tomorrow, would your loved ones know where to find your important documents and passwords? *

Yes, everything is organized in one place

Some things are organized, but not everything

No, it would be scattered or hard to find

Do you currently have minor children, aging parents, or others who depend on you? *

Yes, both children and aging parents

Yes, either children or aging parents

No, but I still want a plan

Have you already created any of the following? (Select the closest match) *

I have a will/trust AND a digital system in place

I have some documents but no clear system

I don’t have a structured plan in place

What’s been the biggest reason you haven’t fully completed your plan yet? *

I’ve completed most of it, just minor updates needed

I’ve started but never finished

I feel overwhelmed and don’t know where to begin

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