Estate readiness
If something happened to you, would the collection reach the right people? One score, five components, and the list of what would move it.
Estate answers: if something happened to me, does this collection reach the right people? Four tabs — Readiness · Heirs · Trusts · Plan — and this is the first.
Readiness is practical guidance for organising an estate. It is not legal advice, and nothing in Storehouses is a will or a trust instrument. Work with your attorney; use Storehouses to make sure they have what they need.
The score
A number out of 100, computed — never entered — from five components with fixed weights:
| Component | Weight | What it measures |
|---|---|---|
| Documentation | 25 | The share of assets that carry the documents their category expects |
| Heirs | 25 | Designated heirs and an executor, against a recommended minimum |
| Allocation | 20 | The share of value with a destination in the plan |
| Insurance | 15 | The share of value covered by a policy |
| Valuations | 15 | The share of value appraised within three years |
Ready at 90. Below that the verdict is Not estate ready; at or above it, Estate ready — review it when values change or your circumstances do.
What would move the score
The to-do list, sorted by points gained: Designate a second heir or an executor, Upload documents for the highest-value assets, Open allocation, Request appraisal, Add policy. Each row names the component, the current state and what one action would do to the number.
Beneath it, Highest-value assets missing documents — the five (or all) with the most value and the least evidence, with an Upload on each row.
What counts
- Trust people (trustees, beneficiaries) count toward Heirs; trust documents count toward Documentation.
- Sample assets and drafts count for nothing.
- A member's view of the score respects their visibility: a member who cannot see values sees the components, not the figures.