The Preparedness Portfolio™ Digital Portal
Complete your profile and assessment to start your strategic preparedness journey.
Client Profile
Full Name
*
First Name
Last Name
Preferred Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Client Type
*
Individual
Family Leader
Business Owner
Executive
State of Residence
*
Current Preparedness Assessment
How prepared do you feel right now?
*
Not prepared
1
2
3
4
5
6
7
8
9
Fully prepared
10
1 is Not prepared, 10 is Fully prepared
If something unexpected happened, would your affairs continue smoothly?
*
Yes
No
Not sure
What is your top concern right now?
Legal & Family Preparedness Checklist
Will
Completed
In progress
Not started
Not applicable
Trust
Completed
In progress
Not started
Not applicable
Durable Power of Attorney
Completed
In progress
Not started
Not applicable
Healthcare Power of Attorney
Completed
In progress
Not started
Not applicable
Living Will
Completed
In progress
Not started
Not applicable
Guardianship Plan
Completed
In progress
Not started
Not applicable
Beneficiaries Reviewed
Completed
In progress
Not started
Not applicable
Emergency Contacts Documented
Completed
In progress
Not started
Not applicable
Document Storage Location Known
Please Select
Home safe
Safety deposit box
Attorney's office
Cloud storage
With family member
Other
Progress Dashboard
Legal Preparedness Completion
Not Started
1
2
3
4
5
6
7
8
9
Complete
10
1 is Not Started, 10 is Complete
Digital Assets Completion
Not Started
1
2
3
4
5
6
7
8
9
Complete
10
1 is Not Started, 10 is Complete
Family Communication Status
Not Started
1
2
3
Needs Professional Review
4
1 is Not Started, 4 is Needs Professional Review
Business Continuity Status
Not Started
1
2
3
Needs Professional Review
4
1 is Not Started, 4 is Needs Professional Review
Annual Review Status
Not Started
1
2
3
Needs Professional Review
4
1 is Not Started, 4 is Needs Professional Review
Digital Asset Planner
Do not enter passwords, seed phrases, private keys, or sensitive login credentials in this form.
Password manager status
*
Please Select
Not used
Used for some accounts
Used for most accounts
Used for all accounts
Unsure
Cloud storage services used
Google Drive
Dropbox
OneDrive
iCloud
Box
Other
Primary email address
*
example@example.com
Social media accounts maintained
Facebook
Instagram
LinkedIn
X (Twitter)
TikTok
YouTube
WhatsApp
Snapchat
Other
Device access methods available
Biometric unlock
Passcode/Pattern lock
Recovery email access
Recovery phone access
Physical backup key
Other
Legacy contacts or trusted contacts designated
Email
Phone
App-based contact
Attorney
Family member
Trusted friend
None identified
Other
Digital executor identified?
*
Yes
No
In progress
Unsure
Location of instructions for digital assets
Crypto / Digital Financial Assets
Do you hold crypto or other digital financial assets?
*
Yes
No
Platforms or services used
Exchange
Wallet app
DeFi platform
Custodial service
Other
Cold wallet location description
Are access instructions documented?
Yes
No
Business Owner Preparedness
Entity Type
*
Please Select
Sole Proprietorship
LLC
Corporation
Partnership
Nonprofit
Other
Number of Employees
Founder Dependency Risk
*
Low
1
2
3
4
5
6
7
8
9
High
10
1 is Low, 10 is High
Business Banking Access Status
*
Fully accessible
Partially accessible
Restricted
Not accessible
Other
Accounting and Payroll Access Status
*
Fully accessible
Partially accessible
Restricted
Not accessible
Other
Key Vendor and Platform Access
Email
Cloud Storage
Website
Domain Registrar
Payments
Bookkeeping
Payroll
CRM
Other
Standard Operating Procedure Documentation
Complete
Partial
None
Other
Backup Decision-Maker
First Name
Middle Name
Last Name
Revenue Continuity Status
*
Fully covered
Some coverage
At risk
No continuity plan
Other
Preparedness Checklist Summary
Personal action items
Review documents
Update contact information
Organize important records
Set reminders
Other
Family action items
Discuss emergency plan
Review guardianship preferences
Update beneficiary information
Organize household contacts
Other
Digital action items
Inventory online accounts
Enable recovery methods
Back up important files
Document device access
Other
Business action items
Review ownership records
Update succession plan
Document key vendors
Confirm continuity contacts
Other
PDF Export / Deliverables Request
Would you like a PDF copy of your responses?
*
Yes
No
Which deliverable would you like?
*
Please Select
Core Edition
Business Owner Edition
Executive Edition
Family Office Edition
Unsure
Schedule Your Strategic Preparedness Consultation
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