RestAssured
RestAssuredLife readiness report · Prepared for Jordan
Sample
Life readiness report

Jordan, you’ve made a real start.

58/ 100
Clear next steps
YOU

One score, weighted across the 11 areas that apply to Jordan. Each area has its own page below.

Written from Jordan’s answers across 11 areas

Solidly begun: 58 reads as clear next steps.

You have the key papers, but for now it all runs through you. Your will, your letter of instruction and your living will are on hand. No one has been asked to step in yet, and most of what they’d need is still in your head. That works today, while you can answer every question yourself. The moves in this letter help it work on a day you can’t.

YOU · 58
Remy

A 58 reflects your answers today. It isn’t a grade, and it isn’t a promise either way. I’ll point out the moves that change it as we go.

What’s already in place

Three pieces are already bearing weight.

You aren’t starting from zero. Before the gaps, here’s what already holds.

  1. Your will is written

    What you want for your money and belongings is already on paper.

  2. You have a letter of instruction

    It’s a natural home for the details only you know, like who to call first and where things are kept.

  3. Your living will is on hand

    Together with your HIPAA authorization, it gives whoever speaks for you something to work from.

Papers in place, still running through you.

Your 11 areas, lowest score first. Each page shows answers behind its score and, where there is one, the move that addresses it.

Healthcare

Start here

You already have a living will and a HIPAA authorization. What’s missing is a person: no one is named yet to speak for you with doctors. Naming a healthcare proxy, and telling them, is the most useful step here. A list of the medicines you take would help them.

From your answers

Which of these healthcare documents do you have?Living will / advance directive · HIPAA authorization

Have you named someone to make medical decisions for you if you can’t, such as a healthcare proxy?No

01 · 11

If I had to sum up this letter in one line: papers in place, still running through you. The road below takes it one move at a time.

Remy

Open any area to see answers that shaped it. I’d look at Healthcare first. It has the most room to grow.

Three moves, one clear order.

These are in the order I’d take them with you. Start with the first.

Right now, someone stepping in couldn’t get into your accounts or your home. Knowing what exists is the first half of giving them a way in.

Write down your main accounts, like email, bank and phone, and where your spare keys are. Leave the passwords out. It’s done when one page names everything you’d want someone to reach.

No one has been told they’re the one, so no one would know to start. Every other move in this letter needs a name.

Choose someone, tell them plainly what you’re asking, and give them time to say yes. It’s done when they’ve agreed and know where your list is kept.

Your will, letter of instruction and living will exist, but they aren’t kept together on purpose. Anyone looking for them would have to search.

Pick one folder or box. Put those papers and your account list in it, then show it to the person you asked. It’s done when they could find it without calling you.

Open your action planYour road lives in your action plan and updates as answers change.

A report is true the day it’s written. Keep it that way.

This report reflects your answers today. A big change, like a move, a new relationship or a new account, is a good reason to look at them again.

Nothing in your answers needs clarifying right now. If a question is ever left open, I’ll flag it here.

Where each piece lives.

AssessmentYOUR ANSWERSReportYOUR RESULTSAction planYOUR NEXT STEPSYour score changes only when your answers change.

This report is built from your answers. It shows where you stand, and it isn’t legal, medical, financial, or tax advice. Confirm anything important with a qualified professional.

The trail continues.

Ready to refine begins at 65, 7 points up the trail.

You don’t need to do all of this at once. Start with the list of your accounts and keys, since the other two moves build on it. Once one person knows they’re the one, and where to look, the rest of this letter is easier to take on.

Open your action plan

That’s everything I’d tell you if we were sitting across a table.

At the pace that feels right,

Remy· with RestAssured
Rest assured.

Appendix

Sources behind this report

Every answer this report draws on, grouped by area.

Healthcare Planning
  1. Which of these healthcare documents do you have?: Living will / advance directive · HIPAA authorization
  2. Have you named someone to make medical decisions for you if you can’t, such as a healthcare proxy?: No
  3. Is practical medical information, like medications and allergies, written down where the right person can get to it?: No
  4. Have you written down your wishes for medical care?: No
  5. If something happened tomorrow, how prepared is your healthcare plan to guide your care and the people making decisions?: Fully prepared
Legal Planning
  1. Which of these legal documents do you have right now?: Durable financial power of attorney · Letter of instruction · Will
  2. Are your legal documents signed, and have you checked them since any big life changes so they still fit your wishes?: No
  3. Have you named someone with legal authority to handle money decisions if you can’t, such as through a power of attorney?: No
Funeral & Memorial Planning
  1. Have you decided what you want done with your body after you die, such as burial or cremation?: No
  2. Do you have a plan to pay for your funeral or burial?: No
Digital Life
  1. Do you have a list of your online accounts, like email, banking, shopping and social media?: No
  2. Do you use a password manager, an app that keeps your passwords in one place?: No
  3. Have you chosen someone to look after your online accounts if needed?: No
  4. Have you written down what should happen to your online accounts if you die or can’t manage them?: No
  5. If something happened tomorrow, how prepared is your digital life for someone else to get into and manage?: Fully prepared
  6. Have you safely set things up so the right person could get into your devices and accounts, including any login codes?: No
Document Storage
  1. Does someone you trust know where your key documents are, like your birth certificate, passport and Social Security card?: No
  2. Could someone you trust get to your important documents without your help?: No
  3. Have you actually told the people you trust where your documents are and how to get to them, rather than assuming they know?: No
  4. Could the person handling things for you find your key documents within a day or two of an emergency?: No
  5. If something happened unexpectedly, how confident are you that your important documents could be found and used right away?: Very confident
Financial Preparedness
  1. Do you have a clear list of your main accounts, what you own, and what you owe?: No
  2. Have you named beneficiaries (the people who would receive the money) on the accounts that allow it?: No
  3. Is it clear who would handle your money if you couldn’t, and what permission or instructions they’d go by?: No
  4. If something happened tomorrow, how prepared are your finances for someone else to manage?: Fully prepared
  5. Are your insurance policies and who to contact written down somewhere the right person can find?: No
  6. Does someone you trust know who does your taxes and where your recent tax records are?: No
Findability
  1. Is there someone who knows they’d be the one to step in if you couldn’t?: Not yet
  2. Would that person know where to look first for your important information?: Not yet
  3. Could that person actually get into what they find, like logins, passwords and keys?: Not yet
  4. Are your important documents stored somewhere on purpose, not scattered across email, drawers, or devices?: Not yet
  5. If you were in an emergency room, could someone quickly show who can speak for you medically?: Not yet
  6. Could someone pay your important bills and handle basic money matters for a few weeks without getting stuck?: Not yet
  7. If your phone or computer were unavailable, could someone still find what they need?: Not yet
  8. Have you written down the important details only you carry, the ones others would struggle to piece together?: Not yet
Home & Property
  1. Does someone you trust know how to get into your home in an emergency?: No
  2. Have you written down your home’s big maintenance needs for someone who might have to look after it?: No
  3. Do you have homeowners or renters insurance right now?: No
Emotional & Legacy Intentions
  1. Have you thought about how things might feel for the people close to you if something happened to you?: No
  2. Have you taken steps to make things less hard or confusing for the people close to you?: No
  3. How prepared do you feel that your wishes would be understood and carried out?: Very prepared
Daily Life Operations
  1. Are your regular bills and subscriptions written down clearly enough for someone else to know what needs paying?: No
  2. Could someone you trust work out what needs paying and keep your essential bills paid if needed?: No
  3. Have you cleared out clutter or belongings that would be a burden for others to deal with?: No
  4. If you suddenly couldn’t be there, would your everyday responsibilities still be taken care of?: No
Family Coordination
  1. Have you decided who the key people are that would need to help if something happened to you?: No
  2. Do you have a written list of these people and how to reach them?: No
  3. Have you made things easier for the people who would need to help if something happened to you?: No
  4. Have you taken real steps to make things easier for the people who would help, like writing things down?: No