Estate & Continuity
Estate Readiness
A clear score for how prepared your tangible wealth is.
Storehouses continuously scores how ready your collection is for transition - documentation completeness, heir designations, insurance coverage, and valuation freshness - so you can fill gaps before they become problems.
Also see Estate AllocationEstate Readiness
Know where you stand.Readiness Score
How readiness is measured
A composite view of where your estate stands today.
Readiness isn't a single yes-or-no. Storehouses scores the four signals that matter - documentation, heirs, insurance, and valuation - and shows you exactly what to address next.
Composite readiness score
A single number summarizes documentation, heirs, insurance, and valuation health - with the underlying signals fully transparent.
Documentation gaps
Spot which assets are missing receipts, appraisals, or certificates at a glance - and prioritize what to chase down.
Heir coverage
Track which assets have named successors and which still need designation, so nothing important is left unaddressed.
Insurance signal
See where insurance documentation exists and where it's still pending - across every asset and collection.
Valuation freshness
Identify assets whose valuations are outdated and would benefit from a fresh appraisal before a transition event.
Actionable next steps
The readiness widget tells you exactly what to do next to raise your score - turning a fuzzy worry into a concrete checklist.
Build Legacy by bringing structure to tangible wealth.
Whether managing client portfolios or personal collections, Storehouses helps you govern physical assets for long-term stewardship.