This short quiz will help you see how organized your essential life information really is.
If something unexpected happened tomorrow, would your family know where to find your legal documents, financial accounts, insurance information, and digital access?
Answer the questions below to see your Life: Sorted Readiness Score and discover a few simple steps you can take today to make life easier for the people you love.
The quiz takes less than two minutes.
Do you have important legal documents, such as a will or trust, durable power of attorney, healthcare directive, and HIPAA authorization, completed and easy for your family to locate?
Financial Accounts – In a crisis, would your family know how to identify your bank accounts, retirement accounts, investment accounts, pensions, and other financial assets?
Insurance Policies – Are your insurance policies (life, health, home, auto, or long-term care) organized so your family could quickly understand what coverage exists and how to contact the provider?
Digital Life – Would a trusted person know how to access or manage your important digital accounts if needed (cell phone, email, online banking, investment accounts, bill pay, password managers, photos stored in the cloud, social media, or subscription services like Netflix, Amazon, or Apple)?
Property & Assets – Are important property records such as real estate deeds, vehicle titles, trust ownership documents, or transfer-on-death designations organized and easy to locate?
Key Contacts – Does your family know how to reach important people such as your attorney, financial advisor, insurance agent, or accountant?
Financial Responsibilities – Would someone know how to handle your monthly bills, subscriptions, utilities, and financial obligations (mortgage or rent, credit cards, insurance premiums, loan payments, or automatic subscriptions)?
Medical Information – Are important medical details such as medications, doctors, medical conditions, insurance information, allergies, and healthcare preferences documented somewhere accessible?
Final Wishes – Have you documented preferences for burial or cremation, memorial or celebration of life wishes, pre-planned funeral arrangements if applicable, or other final instructions for your family?
Important Documents – If your family needed documents like birth certificates, marriage licenses, Social Security information, or military paperwork, could they find them quickly?
Legacy Information – Have you written down personal messages, family stories, life lessons, or anything you would want your family to remember you by?
If something happened tomorrow, would your important life documents be organized in one structured place where your family could quickly access them?
