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Test gotowości planowania spadkowego — Darmowe narzędzie online

Testament + pełnomocnictwo + trust + beneficjenci — co potrzebujesz

Samoaudit: testament, pełnomocnictwo (finansowe + medyczne), dyrektywa wstępna, trust (gdy konieczny), aktualni beneficjenci. Podświetlone krytyczne braki.

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).

Najważniejsze punkty

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

Cena
Darmowe — bez limitów, bez znaków wodnych, bez paywall
Prywatność
100% w przeglądarce — żadne dane nie są wysyłane na serwer
Platforma
Dowolna nowoczesna przeglądarka — desktop, tablet lub mobile
Kategoria
Finance Narzędzies on Narzędzieolis
Offline
Works offline after first visit (Progressive Web App)
FunkcjaSzczegóły
NarzędzieEstate Planning Readiness Check
KategoriaFinance
Wymagana rejestracjaNie
Przesyłanie plikuBrak — przetwarzane w przeglądarce
Obsługa mobileW pełni responsywne
KosztDarmowe na zawsze

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% Prywatność. To narzędzie działa w całości w Twojej przeglądarce. Twoje dane nigdy nie są wysyłane na żaden serwer.