The Legacy Pathway Checklist gives you a quick, accurate snapshot of where your planning stands today — without requiring documents, legal knowledge, or complicated decisions.

In just a few minutes, you’ll discover:

• Which areas of your plan are solid

• Where hidden gaps may leave your family unprotected

• Your Legacy Readiness Score

• A personalized next-step guide based on your results

This is the fastest, clearest way to understand how prepared you truly are — and what to do next.

Why This Checklist Matters

Most people believe they are “mostly prepared,” but in reality, over 70% have critical gaps they don’t even know about — missing documents, outdated instructions, or beneficiary mistakes that can unintentionally harm the very people they care about.

The Legacy Pathway helps you:

Why?

• Avoid costly, stressful surprises

• Identify simple fixes that bring major peace of mind

• Understand your risks in minutes, not months

• Move forward with confidence and clarity

You deserve to know exactly where you stand — and your family deserves the protection that comes from a complete, up-to-date plan.