Life Readiness • Free self-assessment

How prepared is your life-file?

Consider eight practical questions about the information you and your trusted people may need. Get a personal checklist to explore — no registration required.

Your answers stay in this browser tab. We do not send or save them. This is an educational checklist, not an assessment of your legal, financial or medical circumstances.

0 of 8 answered
1. Emergency information

Would a trusted person know where to find essential emergency information and who to contact?

2. Trusted contacts

Have you recorded and reviewed the people who may need to be contacted in an emergency?

3. Important documents

Could you locate your important identity, family and financial documents without searching multiple places?

4. Insurance policies

Are your insurance details, policy schedules and relevant adviser contacts organised?

5. Medical information

Have you considered which medical details and instructions should be available in an emergency?

6. Estate and handover

Would your family know where to start finding important estate records and instructions?

7. Digital information

Have you considered how you organise important online accounts and recovery information?

8. Life changes

Have you reviewed your plans and information after major family, health, work or financial changes?

Prepare a little, then build on it.

Your readiness changes as life changes. Review the information you keep and talk to appropriate professionals when a question calls for expert advice.

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