The Readiness Assessment

Where would your family begin if something happened to you?

A diagnostic of how prepared your records and people are for the moments that test them. You receive a Readiness band — Sealed, Prepared, Functional, Significant Gaps, or Just Starting — plus per-section bands across the four parts of your file.

Take the assessment

5 min · 15 questions · No card required

What this assesses

Four parts of your file. One composite band.

Valoren organises your household into four record series — Personal, Registry, Secure, Events. The assessment measures how prepared each part is, then combines them into a single composite Readiness band.

Personal

Do your records exist?

What you own, who matters to you, what you've decided. Your will, your accounts, your insurance, your LPA, your medical and legal instruments.

Registry

Are your records current?

Whether your file reflects the life you actually live. Last review, renewal cycles, life-event updates, pension nominations still naming the right person.

Secure

Can someone access them?

Password manager, email-access routes, physical document storage, second-person knowledge of where everything lives.

Events

Would the right things happen?

Family conversation, trusted-person briefing, executor handover instructions, confidence about the first 72 hours.

What you'll get

Five bands. One honest read.

Your composite band — plus the four per-section bands shown alongside — so you see at a glance where your file is strong and where the work is. The on-page result is the band and a short summary. The full report comes by email.

Sealed

Most records exist, are findable, and a second person knows where to act. The work is maintenance.

Prepared

Most pieces in place. A few specific gaps remain. Closing them takes hours, not weeks.

Functional

Some structure exists, but the gaps are real. Family would manage, but with searching and guessing.

Significant Gaps

Foundational pieces missing or out of date. Family would face weeks of reconstruction. Bounded work to fix.

Just Starting

The most common starting point. Not a verdict — a beginning. The next step is the same for everyone here.

What comes by email

The on-page result is the band. The full report is emailed if you ask.

Your composite band and per-section bands appear immediately on the result page. If you'd like the full report — per-section breakdown, recommended records to start with, an explanation of what each band means in practice — enter your email. Never shared. Never sold. One-click unsubscribe.

Your answers stay on your device unless you choose to receive the full report by email.

Fifteen questions. About five minutes.

No card required. No obligation. You see your band the moment the last answer is in.

Take the assessment Browse other tools

5 minutes·15 questions·No card·Soft-gated

Library

Free guides behind this assessment

These free briefs are what this product builds on. The guides are openly available — the paid product personalises them to your specific records.

Free

Estate Health Score

The free readiness assessment gives your own household a band, not a number. You get one overall band, plus one for each of the four parts of your file.

Read the guide

Free

Mini-Audit

The free readiness assessment runs a check like this on your own household. Fifteen questions, about five minutes, and you see your band the moment the last answer is in.

Read the guide

All guides are available free from the Valoren library — no account required.