LegacyGuard Estate Planning Announces A New Way to Measure Estate Planning Readiness

LegacyGuard's new assessment turns estate planning preparedness into a score, giving families a broader view of what is in place, what works together and where gaps may remain. Ohio, USA - November 13, 2026 - Estate planning has long been measured with a fairly simple question: Do you have one?LegacyGuard Estate Planning is trying to make the answer more precise.The company is launching the Legacy Readiness Assessment, a new consumer assessment designed to evaluate multiple parts of an estate plan and produce an overall Legacy Readiness Score.Instead of stopping at whether someone has a will or living trust, the assessment looks at how different parts of a plan fit together, including legal authority, assets, family protection, plan maintenance and coordination.The idea grew out of a problem LegacyGuard says it kept encountering.Someone could have several estate planning documents and still have unanswered questions.

This excerpt comes from the named source. Read the original for the full reporting.