Free Family Planning Tool

Family Readiness Assessment™

If something happened tomorrow, would your family know where to find the doctors, medications, insurance information, legal documents and emergency contacts they need?

Take this quick assessment and get your Family Readiness Score™.

Start the Assessment

Most Families Think They Are More Prepared Than They Are

The problem usually does not show up until there is a fall, hospital visit, diagnosis, medication change or urgent decision.

Suddenly everyone is looking for information that should have been easy to find.

This assessment is simple: check what your family already has organized. Your score will show where you are strong and where the gaps are.

Take the Family Readiness Assessment™

Check every item your family has completed or can easily locate.

Emergency Readiness

Medical Readiness

Legal Readiness

Financial Readiness

Family Readiness

What This Score Means

This is not about perfection. It is about knowing where the gaps are before a crisis happens.

Your score will help you decide what to organize first.

What To Do After You Get Your Score

Start With Emergency Information

If you do nothing else today, write down emergency contacts, medications, allergies, doctors and insurance information.

Then Locate The Originals

Your family does not need every original document in a binder. They do need to know where those originals are stored.

Use The Binder As The Roadmap

The binder should hold working copies and instructions. Originals should stay in a safe, secure location.

Review Once A Year

Medications, doctors, insurance plans, emergency contacts and passwords change. A yearly review keeps the information useful.

Want the Printable Family Protection Binder™?

The assessment shows your gaps. The binder helps you organize the information your family may need if something happens.

Get the Binder

This page is for educational and organizational purposes only. It is not legal, medical, financial or tax advice. For legal documents, estate planning, healthcare directives, insurance planning or financial questions, consult the appropriate licensed professional.

Michelle Heberling is not connected with or endorsed by the U.S. Government or the federal Medicare program.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov, 1-800-MEDICARE or your local State Health Insurance Program, also known as SHIP, to get information on all of your options.