Remember a birthday with a plan check

Choose a birthday and what you want to review in your plan. Save a reminder for that date. Keep the private delete link so you can cancel it.

Does anyone besides you know where your original will is?

Yes No Not sure

Your answer starts the free readiness check. We count answers without knowing who you are.

Answer these questions on paper, then print this page.

What would you like to review?

Print the questions

1. What would you like to review?

YesNoNot sure

Good to know

What do you keep?

We keep your email address, reminder date and chosen topic so we can send the reminder. The private delete link removes the reminder.

Can I cancel a reminder?

Yes. Use the private delete link shown after saving and included in each reminder email. Keep the link somewhere you can find it.

What happens on February 29?

For a yearly reminder, we use February 28 in years without February 29. Choose a one-time reminder if you want a specific date.

We help you put your accounts, papers and wishes in one place.

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