A 147-item readiness framework scored across 12 pillars, a document checklist, gap register and exportable reports.
Readiness hub with pillar scores and findings
How it works
The Readiness Hub scores the family against a 147-item applicability matrix across twelve pillars — from identity and estate to banking continuity and relationship data. Items that don't apply to your family are excluded, so the score reflects your actual situation.
Each gap links to the exact record or document that closes it. The document checklist and gap register turn the abstract question of preparedness into a concrete work list, and reports export cleanly for family meetings and advisor reviews.
Capabilities
147-item framework
A structured applicability matrix scored across 12 pillars.
Applicability-aware scoring
Items that don't apply are excluded — no noise in the score.
Actionable gaps
Every finding links to the record or document that closes it.
Exportable reports
Board-ready output for family meetings and advisors.