The Willing Wisdom Index is a confidential report that provides you with a comprehensive overview of your progress to date on your Incapacity and Estate Plan, and helps you prioritize any further actions required to complete it.  It was designed by Dr. Thomas Deans as a result of his work in advising many families and business owners about their Estate Plans.  He is the author of several books, including ‘Willing Wisdom’. 

If you don’t have a will, power of attorney or any kind of estate plan, the Willing Wisdom Index is full of ideas to get you started. If you already have legal documents, the Index will provide ideas for strengthening your plan. 

We recognize that the report is slanted toward married couples with children, but will still be useful for individuals, regardless of their family situation.

The questionnaire takes about 10 minutes to complete. 

Your answers and the report are completely confidential.  You are the only one to receive a copy unless you choose to share it.  Even we cannot access the report unless you provide specific permission.   You will have the option to add email addresses prior to completing the report, or you can wait until you receive it and simply forward the report to others who may be able to help you with your planning.

Your report will cover the status of your legal documents, your healthcare wishes, tax implications, exposure to litigation, communication strategies, planning, and governance. Each section provides information and ideas about how you can strengthen your plan. It concludes with an action checklist that you can use to establish your priorities, seek input from professional advisors, and track your progress.

Our gift to you…

For a limited time, we are making the Willing Wisdom Index available free of charge. Click the link below for your confidential report.