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Nachlassplanung Bereitschafts-Check — Kostenloses Online-Tool

Testament + Vollmacht + Trust + Begünstigte — was du brauchst

Selbst-Audit: Testament, Vorsorgevollmacht (finanziell + medizinisch), Patientenverfügung, Trust (wenn nötig), Begünstigte aktuell. Kritische Lücken hervorgehoben. Kostenlos.

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. 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).

Wichtigste Punkte

  • Estate Planning Readiness Check is a free, browser-based finance tool — will + poa + trust + beneficiaries — what you need.
  • Nein signup, no downloads, no file uploads — your data stays on your device.
  • 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

Preis
Kostenlos — keine Limits, kein Wasserzeichen, keine Paywall
Privatsphäre
100% browser-basiert — keine Daten verlassen dein Gerät
Plattform
Jeder moderne Browser — Desktop, Tablet, Mobil
Kategorie
Finance Tools on Toololis
Offline
Works offline after first visit (Progressive Web App)
MerkmalDetails
ToolEstate Planning Readiness Check
KategorieFinance
Anmeldung nötigNein
Datei-UploadKeine — wird im Browser verarbeitet
Mobile-UnterstützungVoll responsive
KostenFür immer kostenlos

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. All processing happens in your browser. Your files and data never leave your device. According to web.dev, client-side processing is the gold standard for privacy.

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% Privatsphäre. Dieses Tool läuft komplett in deinem Browser. Deine Daten werden niemals auf einen Server hochgeladen.