Caregiving & Transition Assessment

Do you know what will happen to your child when they become an adult? Do you have a plan in place if you were longer able to support them? Take this free Assessment and discover how prepared you are.

To what extent do you agree or disagree with the following statement about caring for your loved one with a disability or special healthcare need?

"*" indicates required fields

Resource Maximization
Financial & Income Readiness
Legal Readiness
Living Your Potential

I understand how to apply for and navigate public benefit programs like Social Security, Medicaid, and Disability Waivers.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

My loved one is receiving the proper services and support to allow them to lead a fulfilling life.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

My loved one’s post-school life is well-planned, including college, technical school, volunteer positions, or day programs.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I am aware of the services and resources available to me specific to my state.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I feel comfortable with my loved one’s Individualized Education Plan (IEP) or continuing education plan for when the school bus stops coming.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Hidden

Resource Maximization

I am confident that I have planned for my loved one’s income needs for when I’m no longer able to provide for them.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I'm comfortable with the safeguards we have in place to protect our family if the income earners are no longer able to work due to illness or disability.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I’m confident that my beneficiaries are listed correctly on all insurance, retirement, and investment accounts to ensure that I’m not jeopardizing my loved one’s eligibility for resources.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I understand and fully utilize the benefits of an ABLE Account for my loved one.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I am comfortable and confident that I have an active and updated special needs financial plan.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

The following range best represents my annual household income:

Below $25,000

$26,000 – $50,000

$51,000 – $75,000

$76,000 – $99,000

$100,00 – $125,000

$126,000 – $150,000

$151,000 – $249,000

$250,000+

The following best represents the total value of my family's assets? This includes savings, investments, and any other financial resources you may have.

Under $50,000

$51,000 – $99,999

$100,000 – $249,999

$250,000 – $499,999

$500,000 – $999,999

$1,000,000 – $1,999,999

$2,000,000+

Hidden

Financial & Income Readiness

I have a clear plan for the medical and healthcare needs of my loved one (Advance Healthcare directive, HIPPA Release, and Power of Attorney)

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I have an active and updated Special Needs Trust (Third-party Supplemental Needs Trust).

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I have identified my child's needs in a Letter of Intent and incorporated that into my estate plan.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I have assured that my other children’s estate planning is separate from my special needs estate plan.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I have a clear plan for the future of my loved one that includes guardianship or alternative guardianship.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Hidden

Legal Readiness

I have written goals and dreams for myself that are independent of my role as a caregiver.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

My loved one has written goals and dreams for their future and the possibilities of what it may hold.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I consciously focus on creating opportunities for my loved one to get outside of their comfort zone and experience growth opportunities.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I look to the future with optimism and excitement for the many opportunities that lie ahead for myself, my loved one, and others that we care about.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

I feel peace of mind when contemplating the question: “I am doing all in my power to assure my loved one is living their best life today and into the future.”

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Hidden

Living Your Potential

Hidden

Total

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