Assessment · Free

    Are You Ready?

    The Family Preparedness Assessment

    A 5-minute self-guided assessment that shows you where your family stands. Answer 19 honest questions, get your score, and then book a free Clarity Call where Erin walks through your results personally and gives you a clear, prioritized plan.

    5 min

    Self-guided

    19 questions

    Self-scored

    CFP®

    Erin Niehaus

    Adult daughter in conversation with her aging mother

    "Never face a parent crisis unprepared.™"

    A New Approach

    Stop reacting to crises. Start running an audit.

    The families who feel prepared don't have more documents — they have a system. Here's the shift that changes everything.

    The Old Way

    "We'll figure it out when it happens."

    • Assume documents in a drawer = ready
    • Avoid the conversation because it 'feels morbid'
    • Trust that your siblings see things the same way
    • Hope nothing happens before you 'get around to it'

    The PlanningPaths Way

    Audit it. Organize it. Sleep at night.

    • Audit your family's preparedness in 19 specific questions
    • Open the conversation with a script that brings you closer
    • Build one Emergency Go Folder anyone in the family can find
    • Know — with real clarity — exactly what to do in the first 72 hours

    What Most Families Never Hear

    3 secrets every adult child of aging parents should know.

    Secret #1

    Conversation beats paperwork.

    The #1 predictor of how a family handles a crisis is NOT what documents they have. It's whether they've talked. Most families score 0–2 here — and don't realize it's the gap that costs them most.

    01

    Secret #2

    It takes 2 years and $37,000+ to settle most estates.

    Not because families don't love each other. Because the information is scattered. Having documents is not the same as having a system your family can actually find in 60 seconds.

    02

    Secret #3

    Titling overrides your will.

    Your will doesn't control who receives your assets — titling and beneficiary designations do. This is one of the most common and most expensive gaps. And it's usually a 30-minute fix once you know to look for it.

    03

    The Assessment

    19 questions. One honest score.
    A clear next step.

    Three areas. 18 scoring questions, plus one to personalize your path. By the end, you'll know exactly where your family stands — and precisely what to do next.

    Area 1

    The Conversation & Family Alignment

    Area 2

    Organization & Documentation

    Area 3

    Legal Foundation & Financial Protection

    ~5 minutes. Honest answers only.