Presidio Capital Management, LLC β SEC Registered Investment Advisor β CRD #304501 β 12626 High Bluff Drive, Suite 150, San Diego, CA 92130 β (858) 461-4959
Presidio Capital Management Β· Estate Planning
Estate Readiness Score
A 10-minute check of how complete your estate plan is β and a personalized action plan for anything that's missing.
37Checkpoints
8Planning areas
1Action plan
Your results are shared with Presidio Capital Management so an advisor can review them with you.
Presidio Capital Management Β· Estate Planning
Estate Readiness Score
Check every item that's true for your plan today. 37 items across eight dimensions of planning readiness, on a 100-point scale.
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Complete the assessment
The Estate Readiness Score is a planning-completeness assessment prepared by Presidio Capital Management β not legal or tax advice. Any gaps identified should be reviewed with a qualified estate planning attorney.
Your personalized plan
Action Plan
Every item you didn't check becomes a specific next step, assigned to the right person. Filter by owner to focus your conversation with your advisor.
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Open actions
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You
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Attorney
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Presidio
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