Introducing

The Legacy Score.

Six dimensions. One hundred points. A clear picture of your family's legacy readiness — and the exact next steps to improve it.

1,000+ families assessed · Free forever · Update yearly

The Framework

Six dimensions of legacy.

Each dimension is scored from 0 to 100. Together they roll up into your Legacy Score — and a roadmap to raise it.

Protection

Life coverage adequacy for income, debt, and education.

Income Continuity

Disability, emergency reserves, and key-person coverage.

Retirement Readiness

Surviving-spouse income continuity and longevity plan.

Estate Documents

Will, Trust, financial POA, and healthcare directive.

Beneficiaries

Named, current, and properly structured.

Family Education

Next generation prepared to receive what you've built.

The Methodology

"What gets measured gets built."

Most families never get a complete picture of where they stand. Coverage lives with one carrier, documents with an attorney, retirement with another strategist, and beneficiaries on a form no one has reviewed in a decade. The Legacy Score brings the whole picture onto a single page — in ten minutes — and shows you the three highest-leverage actions to take next. No pitch. No login. Just clarity.