The Alden family (fictional) · as of Jul 17, 2026 · market close
0 demo actions this session
If something happened tonight
The first 72 hours in one place - authority, successors, who to call, where the documents are, and what is still blocked. It shows where records are held, never the credentials, keys, or private instructions themselves.
The readiness score
13 of 18
NEEDS ATTENTION
If something happened to Marta this week, this is the score that decides whether the family runs the plan - or reconstructs it from a filing cabinet.
Documents
4 OF 5 IN PLACE- OKWill - MartaSigned 2023 with the restatement.
- OKWill - PaulSigned 2023 with the restatement.
- OKRevocable trust - restated2023 restatement current.
- STALEFinancial power of attorneySigned 2019. Daniel recommends refreshing any POA older than five years - banks balk.
- OKHealthcare directivesBoth signed 2023.
Funding
1 OF 1 IN PLACE- OKTrust funded - house, brokerage, MFC shares2024 funding pass complete; titles verified.
Beneficiaries
3 OF 4 IN PLACE- GAPMarta 401(k)Names the estate; should name the trust. One form.FIX IT · LA-4 →
- OKPaul IRARevocable trust on file.
- OKTerm life - both policiesTrust is primary beneficiary.
- OK529 successor ownerPaul is successor owner for Sam's plan.
Fiduciaries
2 OF 2 IN PLACE- OKSuccessor trustee - revocableDaniel Reyes accepts in writing.
- OKGift trust trusteeDaniel Reyes, independent trustee.
Access
3 OF 6 IN PLACE- GAPMFC bank signersMarta and Priya only. Payroll fails if both are unreachable.FIX IT · LA-7 →
- OKHousehold account signersJoint on all household accounts.
- OKVault indexCurrent as of May 2026.
- OKAccount listAll 14 accounts listed with contacts.
- MISSINGDigital-asset access & seed successionNo plan exists: the exchange sleeve has no 2FA-recovery delegate and the self-custody wallet's recovery-seed succession is undocumented. Records who holds what and where sealed instructions live - never the keys or codes themselves.
- DRAFT“First 72 hours” memoWho to call, what to freeze, what can wait. Drafted, not finished.
The register is a readiness checklist, not legal advice - the documents and designations themselves stay with your attorney and institutions.