Download the FREE Family Meeting Kit

15 Questions Every Family Should Answer Before a Crisis

If something happened to you tomorrow, would your family know what to do?

Would they know:

  • Who has Power of Attorney?

  • Where your Will or Trust is?

  • Who your attorney and financial advisor are?

  • Whether you have long-term care insurance?

  • What you would want if you couldn't safely live at home?

  • What “quality of life” actually means to you?

If you're not completely sure, you're not alone.

Don't Wait for a Crisis to Have the Conversation

Many families put these conversations off because they feel awkward—or simply don't know where to begin.

The Family Meeting Kit gives you a place to start.

GET YOUR FREE FAMILY MEETING KIT

You Don't Have to Tell Your Children Everything

Having a family meeting doesn't mean handing your adult children your bank statements or telling them exactly what they will inherit.

It means making sure the people you've chosen to help you have enough information to do their jobs when the time comes.

There's a big difference between financial disclosure and financial preparedness.

This free guide will help you decide what your family needs to know—and what can remain private.

Inside the Family Meeting Kit

You'll work through 15 practical questions covering:

Who's in charge?
Identify the people you've selected to handle financial, health care, estate, and trust matters.

Where is everything?
Make sure someone knows where to find your Will, Trust, Powers of Attorney, insurance information, and other important records.

Who should your family call?
Create a list of the professionals who know your legal, financial, and medical life.

What happens if you need help?
Start conversations about finances, caregiving, staying at home, assisted living, and long-term care.

What does quality of life mean to you?
Give your Health Care Agent something more useful than “I don't want to be kept alive on machines.”

What happens after you're gone?
Record important information about burial or cremation, pets, sentimental belongings, digital assets, and other wishes.

One Conversation Can Make a Difficult Day Easier

Your family may someday have to make decisions while they're frightened, exhausted, or grieving.

They shouldn't also have to become detectives.

Give them a roadmap.

Download The Family Meeting Kit: 15 Questions Every Family Should Answer Before a Crisis and start the conversation now.