Their Future, Your Plan: Special Needs Family Checkup
Answer the questions and submit your responses when you’re done.
Contact Information
First Name
Last Name
Phone Number
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Format: (000) 000-0000.
Email
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Text
Email
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1. How old is your child or loved one with special needs?
Under 5
5–10
11–17
18–25
26+
I care for more than one person with special needs
2. How confident are you that you have a financial plan in place for their long-term future?
Very confident
Somewhat confident
I'm not sure
We haven't really started planning yet
3. If something happened to you tomorrow, is there currently a plan for who would care for your child?
Yes, everything is documented
We know who it would be, but nothing is formal
We've talked about it but haven't decided
No
I'm not sure
4. Do you currently have a will or estate plan that specifically addresses your child with special needs?
Yes
We have a will, but I'm not sure if it properly addresses their needs
No
I'm not sure
5. Have you ever heard of a Special Needs Trust?
Yes, and we already have one
Yes, but we haven't established one
I've heard the term but don't really understand it
No, this is new to me
6. Did you know that how money or assets are left to a person with special needs can potentially affect eligibility for certain government benefits?
Yes
I've heard this, but don't fully understand it
No, I wasn't aware of that
I'm not sure
7. If you were no longer here, where would the money to support your child come from?
Life insurance
Savings/investments
Retirement accounts
Family members
Government benefits
A trust
Other assets
I'm honestly not sure
8. Have you estimated how much financial support your child may need throughout their lifetime?
Yes
We've started looking at it
No
I wouldn't know where to start
9. Have you selected a guardian to care for your child if you are no longer able to?
Yes, and the necessary documents are in place
I have someone in mind, but nothing is finalized
No
I’m not sure where to start
10. Have you created a Letter of Intent explaining your child’s routines, needs, preferences, and your wishes for their future care?
Yes
I’ve started one
No
I’m not familiar with a Letter of Intent
11. How familiar are you with the government benefits your child may qualify for and the rules that can affect eligibility?
Very familiar
Somewhat familiar
Not very familiar
I’m not familiar with them
12. If your child received an inheritance or financial gift from a family member, are you confident it is structured appropriately so it does not unintentionally affect certain government benefits?
Yes
I think so
No
I’m not sure
13. Do you currently have a will that specifically addresses your child’s special needs?
Yes
I have a will, but I’m not sure it addresses this
No
I’m not sure
14. If something happened to you today, do you believe there would be enough financial resources to help care for your child throughout their lifetime?
Yes
Possibly
Probably not
I’m not sure
15. Have you discussed establishing a Special Needs Trust with a qualified attorney?
Yes, we already have one
Yes, but we haven’t established it yet
No
I’ve heard of one, but I don’t really understand how it works
16. Are you confident your child will have the quality of life you want for them if you are no longer here to provide their care?
Yes, I feel confident in our plan
Somewhat
Not really
This is something I worry about
Schedule a Time With Cesar
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