Answer honestly. Most families discover they are less ready than they thought.
Can your spouse, partner, or trusted person:
Reach you directly (cell, work, backup contact)?
Reach your emergency contacts (family, close friends)?
Contact your children's school or daycare?
Contact your family doctor or pediatrician?
Contact your lawyer, accountant, or financial advisor?
Contact your insurance broker or carrier?
Contact your employer or HR department?
Do you know where these documents are stored?
Will or estate documents?
Power of attorney?
Insurance policies (home, auto, life, health)?
Bank account information?
Investment or retirement account details?
Mortgage or rental documents?
Birth certificates and passports?
Marriage certificate?
Tax returns (last 3 years)?
Could someone find and pay what is due in the first week?
Mortgage or rent - know where and how to pay?
Utilities (electricity, gas, water) - know the providers?
Internet and mobile phone - know the accounts?
Insurance premiums - know what is auto-paid vs manual?
Credit cards - know which are active?
Streaming and subscriptions - know what to cancel?
If you were unavailable today, would someone know:
School or daycare schedule and pickup procedures?
After-school activities and locations?
Allergies, dietary restrictions, or medical conditions?
Medications, dosages, and pharmacy?
Comfort items or bedtime routines?
Who is authorized to pick up children?
Pet care - feeding, vet, and emergency contacts?
Can your trusted person access what they need in a crisis?
Unlock your primary phone or laptop?
Access your email without a password reset?
Find your password manager (if you use one)?
Access online banking or insurance portals?
Find two-factor authentication recovery codes?
Is there a clear plan for the first day?
Does someone know who to notify first (family, employer, school)?
Does someone know where your Ready File or handoff plan is?
Does someone have physical access to your home if needed?
Are immediate bills and payments covered for at least 30 days?
Enter your email and we will send you a summary. No spam, no account needed.
15 fillable worksheets, the Wayfinder smart advisor, and a proven system to move from unsure to ready.
Get the DIY Kit — FreePrefer hands-on help?
Ask about a guided session