Here’s Your Steward’s Audit
You’re ready to see how strong your Family Shield is.
The Steward’s Audit includes 18 simple Yes, No, or Not Sure questions to help you see what your family already has handled and where there may still be gaps.
If you’re married, we recommend each spouse answer separately. Go with your gut, and no peeking at each other’s answers. Compare notes afterward. That conversation is often where the real clarity starts.

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Our emails will come from jim@familyshieldestateplanning.com.
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We’re real people. Reply to any email or text if you need help.
With you in stewardship,
Jim & Beth Hood
