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Nalatenschapsplanning Gereedheidscheck — Gratis online tool

Testament + volmacht + trust + begunstigden — wat je nodig hebt

Zelf-audit: testament, volmacht (financieel + medisch), levenstestament, trust (indien nodig), begunstigden up-to-date. Kritieke hiaten gemarkeerd.

Documents — tick what you have:

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Meer weten

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).

Belangrijkste punten

  • Estate Planning Readiness Check is a free, browser-based finance tool — will + poa + trust + beneficiaries — what you need.
  • Nee 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

Prijs
Gratis — geen limieten, geen watermerk, geen paywall
Privacy
100% in de browser — geen data verlaat je apparaat
Platform
Elke moderne browser — desktop, tablet of mobiel
Categorie
Finance Tools on Toololis
Offline
Works offline after first visit (Progressive Web App)
FunctieDetails
ToolEstate Planning Readiness Check
CategorieFinance
Aanmelden vereistNee
Bestand uploadenGeen — verwerkt in browser
Mobiel ondersteundVolledig responsive
KostenVoor altijd gratis

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% Privacy. Deze tool draait volledig in je browser. Je gegevens worden nooit naar een server geüpload.