Family Clarity Score

How ready is your financial picture?

This is the printable version of the assessment. You count what you hold, check off the documents your family could find today, answer two honest questions, and score yourself by hand. We never ask for balances or account numbers.

✓Your wealth is spread across many accounts, advisors, and entities.
✓You hold private deals, real estate, an operating business, or trusts and LLCs.
✓Right now, the complete picture lives mostly in your head.
We built LegacyTrackr for our own families first, then realized others needed it too. This is the readiness check we wished we had.

Get the printable version.

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Once filled in, this maps sensitive details about your financial life. Do not write live passwords, PINs, or private keys on it. Keep the completed copy somewhere secure.

Your printable version is ready.

Check your email for it, or download it now. Count what you hold, check what your family could find today, and score yourself. The blanks are the gaps.

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