Estate readiness
A readiness percentage and the unresolved items behind it, on your first screen and in TODAY — and an honest "we could not read this" when the record is unavailable, never a reassuring zero.
How it works
- 1Record what exists — will, trust, directives, beneficiaries.
- 2Velira turns it into a readiness percentage and the unresolved items behind it.
- 3Both reach Home and TODAY, so the gap doesn't wait for an annual review.
What you get
- A readiness percentage with the unresolved items that produced it
- Beneficiary and document gaps surfaced where you will actually see them
- An unreadable record says so — it is never rendered as nothing on file
- Your attorney signs; Velira tracks what is outstanding
Common questions
What is Estate readiness?
A readiness percentage and the unresolved items behind it, on your first screen and in TODAY — and an honest "we could not read this" when the record is unavailable, never a reassuring zero.
How does Estate readiness work?
Record what exists — will, trust, directives, beneficiaries. Velira turns it into a readiness percentage and the unresolved items behind it. Both reach Home and TODAY, so the gap doesn't wait for an annual review.
What do I get with Estate readiness?
A readiness percentage with the unresolved items that produced it; Beneficiary and document gaps surfaced where you will actually see them; An unreadable record says so — it is never rendered as nothing on file; Your attorney signs; Velira tracks what is outstanding.