Get Started on the Path to Peace of Mind
How to Prepare for Your Life Care Plan Consultation
We ask that you complete a few documents to bring to your first meeting. This will help us better assess your situation and identify the appropriate services.
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Click on the link below that corresponds with your situation.
Life Care Plan Workbook
(for Individual)
PDF format
Life Care Plan Workbook
(for Married Couple)
PDF format
Please complete the form the best you can and bring it with you to your consultation appointment.
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For best results, we ask that all family decision makers attend the initial consultation. If distance prevents a person from attending, we offer virtual meeting capability. We’ll do our best to accommodate your situation.
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What Happens at the Consultation?
We will review your situation, identify your loved one's position on the Elder Care Continuum and discuss your options. If you choose to move forward, your consultation fee will be applied to the cost of the services that are right for you.
