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Nalatenschapsplanning Gereedheidscheck — Gratis online tool

Testament + volmacht + trust + begunstigden — wat je nodig hebt

Zelf-audit: testament, volmacht (financieel + medisch), levenstestament, trust (indien nodig), begunstigden up-to-date. Kritieke hiaten gemarkeerd.

Documents — tick what you have:

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Meer weten

Estate Planning Readiness Check

Self-audit estate planning: will, financial POA, healthcare proxy, advance directive, beneficiaries. Critical gaps highlighted by impact.

How to use this tool

  1. 1

    Tick what you have

    Will, POA, beneficiaries, etc.

  2. 2

    See gaps

    What's missing for your situation.

  3. 3

    Action plan

    Priority order to fix.

Frequently Asked Questions

Why estate plan if not rich?
Without will: state law decides who gets your stuff (often slow, suboptimal). Without POA: family fights to make medical/financial decisions if you're incapacitated. Estate planning isn't about money — it's about control.
Will vs Trust?
Will: simple, costs $0-300, goes through probate (slow, public, $5-50K fees). Trust: more setup ($1-3K), avoids probate, private, faster. Most: simple will sufficient. >$1M assets, kids, business: consider trust.
POA vs Healthcare Proxy?
Financial POA: someone manages your money if incapacitated. Healthcare Proxy / Advance Directive: someone makes medical decisions. SEPARATE documents — both needed. Many forms free online (state-specific).

Belangrijkste punten

  • Estate Planning Readiness Check is a free, browser-based finance tool — will + poa + trust + beneficiaries — what you need.
  • Nee signup, no downloads, no file uploads. Tools run in your browser; the few that need an outside service say so on the page.
  • Works on desktop, tablet, and mobile. Install as a PWA for offline access.

How to Use Estate Planning Readiness Check

  1. Open the tool: Launch Estate Planning Readiness Check on Toololis — no account or download needed.
  2. Enter your data: Paste text, enter values, or select a file directly in your browser.
  3. Get instant results: Everything is processed locally — results appear immediately.
  4. Copy or download: Save your output or share it. Bookmark for quick access next time.

Estate Planning Readiness Check — Quick Facts

Prijs
Gratis — geen limieten, geen watermerk, geen paywall
Privacy
Wordt in je browser verwerkt. Tools die een externe dienst nodig hebben, vermelden dat op de pagina. Paginabezoeken worden geteld (Google Analytics).
Platform
Elke moderne browser — desktop, tablet of mobiel
Categorie
Finance Tools on Toololis
Offline
Works offline after first visit (Progressive Web App)
FunctieDetails
ToolEstate Planning Readiness Check
CategorieFinance
Aanmelden vereistNee
Bestand uploadenGeen — verwerkt in browser
Mobiel ondersteundVolledig responsive
KostenVoor altijd gratis

Why Use Estate Planning Readiness Check?

You should try Estate Planning Readiness Check for a quick, private way to will + poa + trust + beneficiaries — what you need. Processing happens in your browser and files are never uploaded; the few tools that need an outside service say so on the page.

On the other hand, dedicated APIs or desktop tools suit batch processing better. They also handle server-side automation. For everyday tasks, browser tools offer the best speed, privacy, and convenience.

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100% Privacy. Deze tool draait volledig in je browser. Je gegevens worden nooit naar een server geüpload.