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Welcome to Shep's "How Prepared am I?" Self Assessment
A confidential self-assessment tool. You will receive your results via email.
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1
Welcome Message from Shep Harmon
This "How Prepared am I?" quiz is confidential and complimentary.
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2
How confident are you about these statements?
Click or tap on the blue circle and slide it to the right or left.
I have discussed my wishes with my family regarding assisted living, nursing care and my Advance Directive.
I have made arrangements for my end-of-life wishes, including funeral plans, organ donation, and final messages to loved ones, and my family knows where to find these documents.
I have created a specific action plan to share my family legacy plan, my personal photos and videos, family memorabilia with my family.
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I have discussed my wishes with my family regarding assisted living, nursing care and my Advance Directive.
I have made arrangements for my end-of-life wishes, including funeral plans, organ donation, and final messages to loved ones, and my family knows where to find these documents.
I have created a specific action plan to share my family legacy plan, my personal photos and videos, family memorabilia with my family.
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3
How confident are you about these statements?
Click or tap on the blue circle and slide it to the right or left.
I have created an emergency plan that includes important contacts and what to do in various emergency scenarios.
I have appointed one of my family members to be my Estate Executor/ Personal Representative and have discussed my estate with them at length.
I have informed my family where to find my important personal information, such as birth certificate, social security number, and passport.
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I have created an emergency plan that includes important contacts and what to do in various emergency scenarios.
I have appointed one of my family members to be my Estate Executor/ Personal Representative and have discussed my estate with them at length.
I have informed my family where to find my important personal information, such as birth certificate, social security number, and passport.
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4
How confident are you about these statements?
Click or tap on the blue circle and slide it to the right or left.
My family members are aware of my primary doctor's contact details and my medical history, including allergies and medications.
I have documented all my insurance policies (health, life, vehicle, property) and their details, and my family knows where to find them.
I have met with my estate planner within the last two years.
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My family members are aware of my primary doctor's contact details and my medical history, including allergies and medications.
I have documented all my insurance policies (health, life, vehicle, property) and their details, and my family knows where to find them.
I have met with my estate planner within the last two years.
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5
How confident are you about these statements?
Click or tap on the blue circle and slide it to the right or left.
There is a record of all household expenses and management details that my family can easily access.
I have documented all relevant information about my vehicles, including insurance, maintenance history, and loan details.
My spouse or future executor knows where to find usernames and passwords for my online accounts, including email and social media.
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There is a record of all household expenses and management details that my family can easily access.
I have documented all relevant information about my vehicles, including insurance, maintenance history, and loan details.
My spouse or future executor knows where to find usernames and passwords for my online accounts, including email and social media.
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6
How confident are you about these statements?
Click or tap on the blue circle and slide it to the right or left.
There is a comprehensive list of my properties and assets, including real estate, personal property, and investments, that my family can access.
Documenting my personal possessions for my next of kin will require significant effort.
I am very comfortable with technology like computers, phones, online accounts and storing files.
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There is a comprehensive list of my properties and assets, including real estate, personal property, and investments, that my family can access.
Documenting my personal possessions for my next of kin will require significant effort.
I am very comfortable with technology like computers, phones, online accounts and storing files.
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7
Please describe what keeps you up at night regarding passing away or becoming incapacitated:
This response is optional.
0/50
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8
Please provide the Email where you want to receive your results
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9
Would you like to give your name?
Confidential; your name is never shared nor sold.
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10
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