The Family Gap Check

Find out what your family knows about your plans

Invite your family to answer a few questions, each on their own. You'll see what they know next to what you think you've told them.

What a result looks like

A sample for a made-up family. You see every answer, and you decide what to share.

Question	You	David	Priya	Result
Where is your original will?	Fireproof box	Lawyer's office	Fireproof box	Tell David
Who speaks for you with doctors?	David	David	David	They know
Can Medicare talk to them about your claims?	Yes	Not sure	No	Nobody knows
Who pays your bills if you can't?	Priya	Me	Me	They disagree
Do you want to stay at home if you can?	Yes	Yes	Never asked	Tell Priya

Each gap shows you who to talk to and what to tell them.

Why it helps

In a 2016 Fidelity study, 70% of parents said they had discussed their estate plans in detail. More than half of their adult children disagreed.

Invite your family
Add their email addresses. Each person gets their own link.
They answer on their own
Nobody sees anyone else's answers.
See what they know
Tell each person what they're missing, or put it all in one plan.

What will my family be asked?

Who to call and where things are kept. We never ask for account numbers, balances or passwords.

Who sees the answers?

You do. Each person sees only their own answers.

What if they know less than I thought?

Then you know what to tell them. We help you put it all in one place, with a short guide for each person you choose.

Can I use it for my mom or dad?

Yes. Pick your mom or dad when you start, and invite your brothers and sisters.