Your score is calculated from your answers and reflects real planning gaps for this life event.

Spouse Death Readiness Assessment

5 questions · 2 minutes · Personalized score with specific gaps identified

1 of 520% complete

Question 1 of 5

Have you been advised about the federal portability election deadline?

Yes — attorney is handling it

I know about it but haven't acted

9-month window from date of death

This is the first I'm hearing of it

Not applicable — estate below federal threshold