Checklist Planejamento Sucessório — Ferramenta online grátis
Testamento + procuração + trust + beneficiários — o que você precisa
Autoauditoria: testamento, procuração (financeira + médica), diretiva antecipada, trust (quando necessário), beneficiários atualizados. Lacunas críticas destacadas.
Documents — tick what you have:
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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
Tick what you have
Will, POA, beneficiaries, etc.
- 2
See gaps
What's missing for your situation.
- 3
Action plan
Priority order to fix.
Frequently Asked Questions
Why estate plan if not rich?
Will vs Trust?
POA vs Healthcare Proxy?
Pontos-chave
- Estate Planning Readiness Check is a free, browser-based finance tool — will + poa + trust + beneficiaries — what you need.
- Não signup, no downloads, no file uploads. Ferramentas 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
- Open the tool: Launch Estate Planning Readiness Check on Ferramentaolis — no account or download needed.
- Enter your data: Paste text, enter values, or select a file directly in your browser.
- Get instant results: Everything is processed locally — results appear immediately.
- Copy or download: Save your output or share it. Bookmark for quick access next time.
Estate Planning Readiness Check — Quick Facts
- Preço
- Grátis — sem limites, sem marca d’água, sem paywall
- Privacidade
- Processado no seu navegador. Ferramentas que precisam de um serviço externo avisam isso na página. As visitas são contadas (Google Analytics).
- Plataforma
- Qualquer navegador moderno — desktop, tablet ou celular
- Categoria
- Finance Ferramentas on Ferramentaolis
- Offline
- Works offline after first visit (Progressive Web App)
| Recurso | Detalhes |
|---|---|
| Ferramenta | Estate Planning Readiness Check |
| Categoria | Finance |
| Cadastro necessário | Não |
| Upload de arquivo | Nenhum — processado no navegador |
| Suporte mobile | Totalmente responsivo |
| Custo | Grátis para sempre |
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.