Before You Begin

Welcome! This webinar is designed to help you create clarity before a crisis happens. You do not need to have everything figured out before you start. The goal is simply to begin thinking through important conversations and decisions that many families put off until stress and urgency take over.

To get the most out of this webinar, consider gathering a few things before you begin:

• A notebook or printed worksheet for notes and questions

• Names and contact information for important family members or potential decision-makers

• Any existing documents you may already have

  1. Advance directives

  2. Living will

  3. Healthcare power of attorney

  4. HIPAA authorization

  5. Durable power of attorney

  6. Estate or legal planning documents

• A list of current medications, doctors, and healthcare providers (if available)

• Questions or concerns you’ve had about planning for yourself, your parents, spouse, or adult children

Remember: You are not expected to complete everything today. Think of this as creating your family's roadmap — one step at a time.