Are you prepared?Check your current preparation in less than 5 minutes. Legal documentsAsset and financial organizationLong-Term Care (LTC) planningKey conversationsWonder if your loved ones are prepared? Share this with them or complete it together. Which documents have you prepared as a part of your estate plan? (Select all that apply) * Last Will Living Trust / Revocable Trust Healthcare Power of Attorney / Healthcare Proxy Property / Durable Power of Attorney Advanced Medical Directive / Living Will None of the above Have you organized your personal information for easy reference by your loved ones in case of an emergency (e.g., list of assets, legal documents, key contacts)? * No, I have not organized my important info yet Some of my important info is organized, but not easily accessible Most of my important info is organized, but not shared Yes, all my important info is organized, accessible, & shared When was the last time you updated your estate plan documents, including list of assets and legal documents? * I have not created these documents Within the last year Within the last three years Within the last five years More than five years ago When was the last time you shared key financial and personal information with your loved ones, or where to find that information? I have not shared this information More than five years ago Within the last five years Within the last three years Within the last year Have you made arrangements for Long-Term Care (LTC) if you or your spouse requires it? * No - I have not made LTC arrangements Yes - I have LTC insurance Yes - I have earmarked funds for LTC Yes - I have other arrangements for LTC (e.g., through a living trust) Which of your assets have designated beneficiaries? * Retirement accounts (e.g., 401(k), IRA) Life insurance policies Other financial accounts (e.g., bank accounts, investment accounts) Real estate None of the above Which household management streamlining steps have you taken (e.g., in case of emergency or hospitalization) * Consolidated financial accounts (e.g., bank or investment accounts) Documented home maintenance schedule and providers (e.g., lawn care) Simplified illiquid assets or created a succession plan (e.g., real estate) Set key bills to autopay (e.g., utility bills, credit card bills) None of the above Regarding your preparation, which conversations have you had? * My appointed Power of Attorney knows and understands their role My appointed Executor or Trustee knows and understands their role Shared my plans for asset distribution and inheritance with my family Communicated my end-of-life wishes Shared my preferred life-sustaining medical treatments and care Shared my living arrangement preferences (e.g., age in place) None of the above Thinking about how you feel today... I am confident in my organization and systems Strongly Disagree Disagree Neutral Agree Strongly Agree I know what I need to do to be prepared Strongly Disagree Disagree Neutral Agree Strongly Agree I feel prepared from a perspective of long-term planning Strongly Disagree Disagree Neutral Agree Strongly Agree What's your name? * First Name Last Name What's your email? * Your preparedness assessment results will be sent here Questions or comments? How did you hear about us? * Congratulations on taking a very important first step!We will send your preparedness assessment results to the email provided.
