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Self Assess Form
Rate your family's preparedness on key issue if for any reason you were not there to tell them 'what/where/how'
Rating Scale: Simply 0, 1, 2, or 3
0 = not done yet
1 = started not finished
2 = all done
3 = done and in a super secure online vault
Date
MM slash DD slash YYYY
Client Family:
Arranged by:
Email
Self-Assessment Readiness Review
Each partner has an up-to-date Will
0
1
2
3
Each partner has an up-to-date Power of Attorney
0
1
2
3
Each partner has a Deed of Enduring Guardianship
0
1
2
3
All personal / business Assets & Liabilities are listed and recorded
0
1
2
3
Insurance policies are up-to-date and in a super-secure location
0
1
2
3
All domestic / business cash flow information is known and accessible
0
1
2
3
All key numbers instantly accessible by key trusted people
0
1
2
3
All key people, their relationship & function are instantly accessible
0
1
2
3
All important data & documents are in a super secure location
0
1
2
3
Easy-to-read report of all crucial family information available
0
1
2
3
Your Rating 1-100%
Family crucial knowledge scale
61111
