If Something Happened Tomorrow, Who Could Step In?
An unexpected illness or accident can leave your family managing everyday responsibilities without you. Would they know whom to call, where to find important information, or how to keep things running?
Our free Monday Morning Checklist helps you think through those questions, from who could make decisions on your behalf to handling household responsibilities and keeping a business moving.
Use it to see what you have covered, identify gaps, and start a conversation with the people you trust. You don’t need to have everything figured out to take the first step.
In This Checklist
You’ll Review
- Who could handle your finances and health care decisions if you could not act for yourself
- Whether your household, children, dependents and pets could run without you for a month
- If your Will, Trust and beneficiaries reflect your family today
- Whether a trusted person could find your documents and access your digital accounts
- One simple action you can take this week to close the gaps
A Personal Emergency Self-Assessment
Have questions about what you find?
Our team at Ayres Presser Elder Law can walk you through your planning options.