Family Emergency Readiness Assessment

This self-guided assessment helps you understand how prepared your household is for an unexpected event such as serious illness, an accident, or death. It is not a test you pass or fail. It is a simple way to see where you are strong and where you may have gaps.

1. Identity & vital records

• All family members have IDs and vital records uploaded.
• Names on documents match current legal names.

2. Medical & emergency information

• Health insurance cards and summaries are stored in the vault.
• Critical conditions, allergies, and medications are documented.
• Emergency contacts are listed and kept up to date.
• Emergency wallet cards are ordered and kept in your wallets.

3. Estate & decision-making

• There is a current will (and trust, if needed) for each adult.
• Powers of attorney and healthcare directives are in place.
• Guardians are named for minor children.

4. Insurance & income protection

• Life, disability, and long-term care coverage are reviewed and documented.
• Beneficiaries are current and match your intent.

5. Home, property & business

• Deeds, titles, and closing papers are stored in your vault.
• Business ownership documents and agreements are uploaded.

6. Digital life & passwords

• You use a password manager or clear system for online accounts.
• Instructions for crypto, domains, or online businesses are stored securely.