Assessment Welcome to your Survey Name Email Phone 1. When I go to bed at night I am confident the planning I have done considers the lifetime care of my child. Yes No None 2. I know the amount that I need to support mine and my loved one’s lifetime needs in retirement. Yes No None 3. I have a complete understanding of State, SSI, SSDI governmental benefits. Yes No None 4. I am confident I am taking advantage of all the local benefits (County and State) that are available. Yes No None 5. I have implemented a special needs trust or supplemental needs trust and I am familiar with the difference between the two. Yes No None 6. I am confident in my current plan to protect my dependents financial future. Yes No None 7. I am confident that my assets are titled correctly to not disqualify my child from current or future benefits. Yes No None 8. I have a clear plan in place for my child's life transitions such as education, graduation, employment, and community. Yes No None 9. I have completed my child's life plan and/or letter of intent. Yes No None 10. I have a team of specialized professionals in place that knows my child, my family situation, and are prepared to put our plan into action when the appropriate time comes. Yes No None Time’s up