Oasis A.I. OASIS A.I.WHERE EXPERIENCE MEETS A.I. Private Consultation

READINESS REVIEW

Twelve quiet questions

No portal. No score. Just the questions families usually postpone.

  1. If something happened tonight, who would know where the records are?
  2. Could your spouse open the accounts that pay the bills?
  3. Is there a written order of whom to call in the first hour?
  4. Where are the estate documents actually kept?
  5. Who has the medical contacts and current medications list?
  6. Are digital credentials written down anywhere a trusted person can find?
  7. Does anyone know how each investment account is meant to be handled?
  8. Is the portfolio more concentrated than it feels?
  9. What income continues if the market is unkind for two years?
  10. Have you named the person who should speak for you — and told them?
  11. What should wait, and what cannot wait?
  12. If we sat down once, what would you most want made clear?
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