Family Authority Check™

Five questions.
One honest picture.

A structured reading of your household financial authority — who makes decisions, who holds legal standing, and whether the structure would hold if it had to.

See a sample brief

Two minutes. No legal or financial documents required.

What the check reads

  1. 01

    Documentation

    Whether your wills, trusts, and directives reflect your current intent — or were written for a different life.

  2. 02

    Designation

    Whether the right people hold the right legal standing — power of attorney, trustees, beneficiaries, healthcare agents.

  3. 03

    Continuity

    Whether your family knows what to do, in what order, if something unexpected happens tomorrow.