Tell us where you are

Four questions about your family's situation.

Takes about 90 seconds. There are no wrong answers — the more honest you are about where your family actually is, the more useful the plan will be. You don't need to create an account.

1. Which best describes your parents right now?Both healthy and independent — we're thinking aheadBoth independent, but one or both are slowing downOne parent needs significant help; the other is okayBoth need significant help, or one has recently declinedWe just had a crisis — hospitalization, diagnosis, or fall

2. Which of these are already in place? (Check any that apply)Durable Power of Attorney (financial) — for at least one parentHealthcare Power of Attorney / Medical DirectiveUp-to-date will or trustWe know where the important documents are keptWe have a list of their accounts, logins, and key contacts

3. Where are your parents based, and how far are you?State your parents live in:

Same town — drive over anytimeSame state, drive-ableDifferent state, I fly to visitInternational — one of us is abroad

4. Which of these apply to your parents' situation? (Check any)They own their homeThey own additional property (vacation home, rental, inherited)They own a business or have significant business interestsThey have assets or property outside the USFinances are spread across many accounts (banks, brokerages, retirement)Their situation feels simple — primary residence, Social Security, a checking account, maybe one retirement account