Your Family Preparedness Planning Worksheet

You’ve completed your preparedness check. Now use your results to take the next step. This free worksheet helps you organize your financial picture, identify questions to clarify, and make important information easier for your family to find.

Getting Started

Record your survey score and personalized next steps on the first page. Then work through the sections at your own pace, using estimates where needed and noting anything you still need to confirm. Finish by choosing three practical actions and a target date for each. Keep your completed worksheet securely for your own records.

Support for the Bigger Picture

Preparing for serious illness and the end of life also involves care wishes, decision-makers, and family conversations. Through Beyond the Benefits, I offer end-of-life doula support to help you work through these topics with compassionate guidance.