Your Pre-Need Planning Assessment
Your Pre-Need Planning Assessment will reveal how you score in each of the critical areas of end-of-life planning — including final expense funding, service arrangements, family communication, document organization, and more. It will also provide you with recommended next action steps to help you improve your scores where needed and build a plan that removes the emotional and financial burden from your loved ones.
The assessment covers straightforward questions about your final wishes, pre-funded accounts, designated decision-makers, legacy instructions, and more. No financial jargon, no trick questions — just an honest look at where you stand today.
What You'll Receive:
Your Pre-Need Readiness Scores — Clear, easy to understand metrics showing how well your final arrangements are documented and funded — and where gaps may exist that could force your family to have to make rushed, last minute decisions.
Your Personalized Findings — Each section will also provide a brief analysis of not only the strengths, but also any gaps or vulnerabilities in your plan, including exposure to unexpected funeral costs, unclear final wishes and preferences, missing essential documents, uncommunicated wishes, and more.
Your Next Steps Checklist — You'll also receive a prioritized list of actionable strategies and next steps to help you strengthen your pre-need plan.
Whether you are just beginning to think about your legacy or finalizing the details, this educational assessment is designed to give you greater clarity, insight, and confidence in your end-of-life plan.
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The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.