Practical Readiness Checklist

Use this checklist to confirm you’re practically ready to move forward—without surprises, gaps, or last‑minute scrambling.

1. Personal clarity

2. Financial and advisory basics

3. Operational readiness

4. Documentation and records

5. Risk, issues, and “loose ends”

6. Communication and confidentiality

7. Next‑step clarity

If you can check most of these boxes, you’re practically ready to move into deeper planning and structured support. If not, this list doubles as a simple, focused action plan—work through it at a steady, manageable pace.

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