The 'If I am not here' test

Take this quick informal test and we’ll provide feedback you should find useful.

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How to assess your readiness rating

Self-assess by rating stars
= Not done yet
= Done and in order
= Done, in order and securely accessible online right now.
Key Information or Document Your Rating
1 Your Will is up to date
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.
2 Your up-to-date Power of Attorney
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.
3 Your Deed of Enduring Guardian
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.
4 Clear directory of all key documents and where originals are kept
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.
5 Every legal document scanned, duplicated and stored
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.
6 Financial and tax records scanned, duplicated and stored
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.
7 Every insurance policy scanned, duplicated and stored
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.
8 All key cash flow items (personal and business) recorded
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.
9 All key numbers (bank a/cs, credit cards, other) recorded
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.
10 All important People (family, professional advisers,medical) listed with contact details and reasons to call
1 = Not done yet, 2 = Done and in order, 3 = Done, in order and securely accessible online right now.