AS OF JUL 17, 2026 · MARKET CLOSE
0 DEMO ACTIONS THIS SESSION
Continuity readiness
72%
NEEDS ATTENTION · 13 OF 18 CHECKS
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.
THE 5 OPEN ITEMS
- STALEFinancial power of attorney
- GAPMarta 401(k)
- GAPMFC bank signers
- MISSINGPassword / 2FA escrow
- DRAFT“First 72 hours” memo
DOCUMENTS
- 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
- OKTrust funded - house, brokerage, MFC shares2024 funding pass complete; titles verified.
BENEFICIARIES
- GAPMarta 401(k)Names the estate; should name the trust. One form.→ 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
- OKSuccessor trustee - revocableDaniel Reyes accepts in writing.
- OKGift trust trusteeDaniel Reyes, independent trustee.
ACCESS
- GAPMFC bank signersMarta and Priya only. Payroll fails if both are unreachable.→ LA-7
- OKHousehold account signersJoint on all household accounts.
- OKVault indexCurrent as of May 2026.
- OKAccount listAll 14 accounts listed with contacts.
- MISSINGPassword / 2FA escrowNo escrow exists. Exchange-held crypto is unreachable without it.
- 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.