PLANNING

Advance Care Planning

Advance care planning is a person-centered process of creating and communicating a plan for future medical care if the patient is unable to make their own decisions.


Advance care planning is for everyone regardless of age or health history. Every person is at risk at any given time for an accident or sudden illness.


Participants leave with a better understanding of possible future situations and decisions that might need to be made on their behalf. A foundation of communication is outlined throughout the advance care planning process. Facilitators assist participants through guided conversations to outline and reflect their values, beliefs, culture, and spirituality as it aligns with their desired goals of care. The final outcome includes a completed advance directive document that the participant can then disburse to necessary members of their family and care team.


End-of-Life Planning

Navigating chronic illness or a terminal diagnosis is stressful. People feel overwhelmed not knowing what to do next, how to plan for their future, or where to locate the help and resources they need. Creating a solid plan that keeps the patient’s needs and wishes at the focal point of care offers an opportunity to remain in control, organized, and focused on what matters most to them.


We assist clients with the creation of personalized end-of-life plans that encompass aspects pertinent to their unique situations. End-of-life planning overlaps with our individual support services. Individual support includes services such as home funeral guidance, therapeutic altar and ceremony creation, and vigil planning. While individual support services are primarily utilized by clients with a terminal diagnosis, everyone is encouraged to incorporate these additional elements into their plans.

Facilitation includes a comprehensive evaluation of client needs as we work our way through a checklist of preparations that include, but are not limited to advance care plans, networking with community resources, implementation of family care logistics, advocating patient wishes, family education, and in-home support.


We recommend adults regardless of age or health background begin crafting their end-of-life plans long before a medical crisis.


Legacy & Document Planning

It can feel like an insurmountable amount of paperwork that goes along with the final stage of life. It is highly recommended that people spend the time right now getting their lives organized. This is an essential tool for your emergency preparedness kit. Preparing for a medical crisis now will save your loved one’s precious time and energy later.


Some people don’t know where to start. We work with you to create a checklist for your essential documents, determine what’s important, and identify the steps to get it done. We provide guidance on creating legal documents like a will along with referrals to local estate planning professionals, advance directive facilitation, starting or growing an emergency fund, organizing accounts and passwords, and how to update or purchase life insurance.


Making sure money and legal documents are in order can naturally lead people to think about their personal legacies. What values, beliefs, and wishes are to be left behind to your friends and family? How do you want to link past, present, and future generations?

Legacy projects can take time to plan and execute. A legacy facilitator can help you take inventory of what you want to distribute, determine the best medium for the project, and execute your plan.

Services are provided on a sliding scale and range from $30-65/hour.

Please contact us about group rates for classes and workshops for your organization.