Retirement Inventory 5 helps you think through the protections that can matter if life does not go according to plan.

Use the 0–5 scale to reflect on your current preparedness around emergencies, insurance, survivor planning, estate and legal documents, family communication, and knowing when to get professional help.

This final inventory is designed to help you spot where important protections are already in place, where information may be missing, and what deserves attention next.
Complete it digitally or print it and work through it by hand.