# LegacyGuard Estate Planning Debuts Legacy Readiness Assessment and Score for Families

> LegacyGuard Estate Planning launched the Legacy Readiness Assessment, scoring legal authority, assets.

- Published: 2026-11-14T04:11:42+00:00
- Section: Product Launches
- Author: News Desk
- URL: https://newsforagent.com/news/2026-11-14/legacyguard-legacy-readiness-assessment-launch
- Source: [FinancialContent Business Page](https://www.financialcontent.com/article/abnewswire-2026-11-14-legacyguard-estate-planning-announces-a-new-way-to-measure-estate-planning-readiness)

## Key takeaways

- LegacyGuard Estate Planning launched the Legacy Readiness Assessment, which produces an overall Legacy Readiness Score plus category-level results.
- The assessment evaluates legal authority, assets, family protection, plan maintenance and coordination rather than only whether documents exist.
- Erik Halvorson, chief product officer, said a score without context is not very useful and the report must explain what contributed to the number.

LegacyGuard Estate Planning launched the Legacy Readiness Assessment, a consumer tool that evaluates multiple parts of an estate plan and produces an overall Legacy Readiness Score, the company announced on November 13, 2026. The [FinancialContent Business Page](https://www.financialcontent.com/article/abnewswire-2026-11-14-legacyguard-estate-planning-announces-a-new-way-to-measure-estate-planning-readiness) published the announcement.

## How the Legacy Readiness Assessment Scores a Plan

The assessment asks consumers a series of questions about the structure and condition of their estate planning. Responses are evaluated across legal authority, assets, family protection, plan maintenance and coordination, and the consumer receives an overall score with category-level results. LegacyGuard then produces a personalized Legacy Readiness Report that includes the overall score, individual category scores and explanations of how the parts of a plan relate to one another.

LegacyGuard said the tool grew from a recurring problem: someone can hold several documents and still have gaps. A trust may exist while some assets were never transferred into it, a power of attorney may not have been reviewed in years, and beneficiary designations may no longer match the rest of the plan. The company said the assessment is not a legal judgment on whether a plan is valid or invalid, and that a higher score does not mean every household should have the same documents or planning structure.

"We did not want to build another checklist that asks whether you have a will, a trust or a power of attorney," said Erik Halvorson, chief product officer of LegacyGuard Estate Planning. "Those questions matter, but they do not tell you whether the pieces are current, coordinated or working together."

Halvorson said the report is meant to explain the number. "A score without context is not very useful," he said. "If somebody sees a 62, the next question is obvious: Why?"

LegacyGuard works with a nationwide network of attorneys and focuses primarily on estate planning for families seeking wills, living trusts and related documents. The company said the assessment moves one step earlier in that process by asking what a family already has and where the plan may be incomplete.

## Other Financial Planning Tool Launches

InfoMoney launched a free Planner 2027 tool on November 6, 2026, for tracking income, expenses, investments and financial goals, with data stored only on the user's device and no investment recommendations, [InfoMoney reported](https://www.infomoney.com.br/minhas-financas/infomoney-lanca-planner-2027-gratuito-para-organizar-financas-e-investimentos/). SouqView launched an Arabic-first financial education app with simulated trading, 288 lessons across 49 units and virtual portfolios of UAE and US companies, [Startup Researcher reported](https://www.startupresearcher.com/news/souqview-launches-arabic-first-financial-education-app) on November 9, 2026. Prestiq Wealth, a Brooklyn-based financial planning firm, offers 20 online retirement calculators covering Social Security, Roth conversions and retirement income, [EIN Presswire reported](https://www.einnews.com/pr_news/956083221/brooklyn-financial-advisor-prestiq-wealth-offers-20-online-retirement-calculators-to-help-new-yorkers-plan-to-retire) on November 11, 2026.

## Companies in this story

- LegacyGuard Estate Planning

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