Estate Planning Readiness Check

How prepared is your estate plan?

Answer a few straightforward questions to see what’s covered — while there’s still time to make the important decisions yourself.

About 3 minutes • No legal jargon • Educational, not legal or tax advice
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Start with the household

This gives context to the readiness questions. State law varies, so your state is recorded but not used to give legal conclusions.

Do you have children under 18?

Do you own a business or a meaningful interest in one?

Do you own real estate in more than one U.S. state?

Estimate the estate

Use rough current values. This is a planning snapshot, not a valuation, tax return or legal calculation.

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What is already in place?

Choose the answer that best reflects your current situation.

One last check

These questions help identify issues that may be worth raising with the right professional.

Have there been major life changes since your plan was last reviewed?

Do you expect any estate-planning issue involving a non-U.S. citizen, non-U.S. resident, or assets outside the U.S.?

Are any intended beneficiaries minors, financially vulnerable, disabled, or likely to need help managing an inheritance?

Your Planning Snapshot

Your Estate Readiness Score

Your score is a planning snapshot based on the answers you provided. It is not a legal or tax determination.

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Readiness

Your Result

Your Personalised Next Steps

Your personalised checklist is ready

Your answers have highlighted areas that may deserve attention.

Enter your email and we’ll send you the questions worth reviewing, with context based on the information you provided.

By requesting your checklist, you acknowledge our Privacy Policy and understand that the information you provide will be used to generate and deliver your result.

Want help making sense of your result? Once your checklist is sent, you’ll also have the option to talk through it with us.

Ready to talk things through?

Book a 30-minute conversation with TD Legacy and use your results as the starting point.

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Important: This calculator is for general educational and informational purposes only and is not legal, tax, investment, accounting or financial advice.

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