Special Needs Readiness Planner — E & E Solutions LLC

Financial organization

We have a written monthly budget for disability-related care and family expenses.

We have identified an emergency-savings target for our household.

Insurance, benefit and reimbursement records are organized and current.

We understand our estimated annual cost of care, including irregular expenses.

We have a one-page emergency profile and current contact list.

Communication methods and essential support needs are documented.

We have a written plan for wandering or other important safety risks.

Medication, allergy and healthcare-contact information is current and accessible.

School, therapy, transportation and caregiver contacts are in one directory.

A backup caregiver can follow the daily routine and support instructions.

Education plans, evaluations and related records are organized.

At least one trusted backup caregiver knows where the plan is located.

We have started a letter of intent or long-term care guide.

We have discussed future decision-making with an appropriate professional.

We have obtained qualified guidance on benefits, savings and estate-planning options.

We review and update the family plan at least annually.