--- title: Sample readiness report | Plan Before You Die url: https://planbeforeyoudie.app/sample-report source: Plan Before You Die --- Sample report. The Ellis family is made up. # See what you and your family get We help you set everything up and practice it with your family. Then you get a report like this one. Readiness report · Second check ## Margaret Ellis Tested November 13, 2026 · Shared with David Ellis and Priya Shah **82** Readiness Score, out of 100 Up from 41 at the first check ### Summary Margaret has 21 items on her list, and 1 doesn't apply. She earned 49 of 60 possible points. **12**Tested **6**Set up **1**Not checked **1**Missing **1**Doesn't apply Papers15 of 15 Money12 of 15 Health and benefits6 of 6 Phone and online7 of 12 People and letters9 of 12 Tested earns 3 points, Set up 2, Not checked 1 and Missing 0. Items that don't apply aren't counted. ### What to fix first Margaret makes these changes herself, and we help her with each one. - **Finish the letter for after she dies** It takes about 30 minutes and adds up to 3 points. - **Check who owns the phone account** A 15-minute call to the carrier adds up to 2 points. - **Ask her lawyer about the 2009 power of attorney** It works today. She wants to know if it needs updating. ### Every item Each item shows its label, why it matters and when it was last checked. Papers | Item | Status | Checked | Notes | |---|---|---|---| | Original willCourts usually ask for the signed original. | Tested | Oct 2 | David found it in the fireproof box. | | Power of attorney for financesLets David handle her money if she can't. | Tested | Nov 13 | Harbor Federal has it on file. She signed it in 2009. | | Health care proxyNames who speaks with her doctors if she can't. | Tested | Oct 2 | Priya found it. Dr. Lin has a copy. | | House deed | Tested | Oct 2 | It's in the fireproof box. | | Life insurance policy | Tested | Oct 2 | David found it and the claims number. | Money | Item | Status | Checked | Notes | |---|---|---|---| | Bank accounts | Tested | Oct 2 | David matched both to recent statements. | | Bills and autopay | Tested | Oct 2 | Priya listed which account pays each bill. | | Social Security advance designationSocial Security asks David first if she ever needs help with her benefits. | Set up | Oct 2 | David is named in her account. | | Brokerage trusted contactThe firm can call David if something looks wrong. | Set up | Nov 13 | David is now listed at Northgate Investments. | | IRA beneficiaryThe form decides who gets the IRA. | Set up | Nov 13 | She updated it. The old form named Robert, who died in 2019. | Health and benefits | Item | Status | Checked | Notes | |---|---|---|---| | Medicare can talk to DavidForm CMS-10106 lets Medicare discuss her claims with him. | Tested | Oct 2 | David called and discussed a claim. | | Doctors and medications | Tested | Oct 2 | Priya found the list on the fridge card. | Phone and online | Item | Status | Checked | Notes | |---|---|---|---| | Apple Legacy ContactDavid and Priya can request her photos and files after she dies. | Set up | Oct 2 | It only works after death, so it can't be tested yet. | | Google Inactive Account ManagerShares her Gmail and photos with David if the account goes unused. | Set up | Nov 13 | It now goes to his personal email. | | Password manager emergency accessPriya can request access after a 7-day wait. | Set up | Oct 2 | We never see the passwords. | | Phone carrier accountKeeps her number, where many sign-in codes go. | Not checked | Oct 2 | Margaret says it's in her name. Nobody has checked. | | Facebook legacy contactLets someone look after her profile after death. | Doesn't apply | Oct 2 | She doesn't use Facebook. | People and letters | Item | Status | Checked | Notes | |---|---|---|---| | Letter for if she can't decide | Tested | Oct 2 | David found it and read it. | | Letter for after she dies | Missing | Nov 13 | She's still writing it. | | Guides for David and Priya | Tested | Oct 2 | Both worked from their guide. | | Who to call first | Tested | Oct 2 | Both found it on page one of the binder. | ### The Family Drill On October 2, 2026, David and Priya did a practice run. They found the key papers and tried the first steps that can be tried today. Nobody logged in as Margaret. **David Ellis** Son 9 of 10steps worked - Found the original will and the deed - Called Medicare and discussed a claim - Found the insurer's claims number - Google's notice would have gone to his old work emailFixed November 13 **Priya Shah** Daughter 7 of 8steps worked - Found the health care proxy - Listed which account pays each bill - Found the doctors and medications list - No trusted contact at the brokerageFixed November 13 ### Who can step in Margaret chose every setting herself. We never share anything with David or Priya. | Person | Today | If Margaret can't decide | After she dies | |---|---|---|---| | David EllisSon | Knows where the binder is. Medicare can talk to him. | Named in her power of attorney and health care proxy. First choice for her Social Security. | Apple Legacy Contact. Her Google account is shared with him. | | Priya ShahDaughter | Knows where the binder is. Emergency contact in her password manager. | Backup on her health care proxy. | Apple Legacy Contact. | ### What this report doesn't cover Like a home inspection, it only covers what was checked. - Whether her will, power of attorney or health care proxy is legally valid. That's for her lawyer. - Balances, investments, or whether any account or policy is a good choice. - Medical decisions. - Anything not listed here. ### Lawyer summary One page to bring to your lawyer, so the meeting starts with facts. Prepared for Margaret Ellis's lawyer on November 13, 2026. - Will, signed June 2015. Original in the fireproof box at home. - Power of attorney for finances, signed March 12, 2009. On file at Harbor Federal. - Health care proxy, signed 2022. Copy on file at Dr. Lin's office. - Margaret asks whether the 2009 power of attorney needs updating after Robert's death in 2019. We don't recommend or draft any document. This summary is not legal advice. ### Page one of the binder The first page in your Ready Kit binder. If something happens to Margaret EllisPage 1 · Updated November 13, 2026 #### Call first - David Ellis, son · (555) 010-2231 - Priya Shah, daughter · (555) 010-4410 - Dr. Amy Lin · (555) 010-7788 - Ruth Okafor, her lawyer · (555) 010-9021 - Linda next door has a spare key · (555) 010-3356 #### Where things are - Original will and deed in the fireproof box, hall closet - Health care proxy in tab 3 of this binder - Medications listed on the fridge card #### Who does what - David handles money and Medicare - Priya handles the house, the mail and Biscuit the cat No passwords or account numbers are written in this binder. ### Margaret's first year From the free check to her yearly practice run. - September 8**Margaret takes the free check** She has 3 of 8 things in place. - September 15 to 29**We help her set it up** She picks David and Priya, and it takes four short sessions. - October 2**Family Drill and first report** Her score is 41. - November 13**We help her fix what failed** Her score rises to 82. - October 2027**Every year after** She gets a new practice run, a new score and fresh cards. This report is not legal advice and not a substitute for a lawyer. It shows what was found and tried on the dates listed.