Advance Planning Webinar

Advance Planning Webinar (On-Demand)

Most people don’t avoid advance planning because they don’t care — they avoid it because life feels busy, the conversation feels heavy, and it’s easy to think, “We’ll deal with it if something happens.”

The challenge is that “if something happens” is often when families have the least time, the least clarity, and the most stress. Adult children can suddenly find themselves making difficult decisions, navigating healthcare systems, coordinating information, and managing family dynamics without a clear roadmap.

And it’s not just about parents. Once a child turns 18, they are legally considered an adult — which means that in a medical emergency, parents may not automatically have access to information or be able to speak on their behalf.

This recorded 90-minute webinar is designed to help you start these important conversations and take meaningful next steps before a crisis happens.

Your purchase includes:

• Immediate access to the webinar recording
• Downloadable resources and planning materials
• Practical guidance and next-step action items

Watch anytime, at your own pace, from anywhere.

Take the first step toward greater clarity, confidence, and peace of mind.

Purcahse Webinar Access

What to Expect

    • Introductory Investment $179

    • Discount on Ask the Advocate included for a limited time

  • A practical recorded 90-minute webinar designed to help people gain clarity around healthcare decision-making and advance planning—especially when loved ones live in different states. Learn how to start important conversations, understand key documents, and take meaningful next steps before a crisis happens.

  • This webinar is educational and informational only. It does not provide legal, medical, or financial advice, nor does it replace individualized guidance from licensed professionals.

  • You will leave with a better understanding of advance directives, healthcare decision-making, important planning conversations, and practical next steps to reduce confusion and stress.

    • Full recorded webinar access

    • Downloadable planning worksheets

    • Advance planning resources

    • State-specific forms links

    • Action steps and guidance

    • Parents with kids 18+ (college, young professionals, newly married, new parents, etc.)

    • Adult children helping aging parents

    • Families spread across multiple states who want one aligned plan

Purcahse Webinar Access

Meet your instructor

Dr. Nancy A. Taylor

Dr. Nancy A. Taylor, is the founder of Taylormade Senior Advocacy & Consulting. As a pharmacist and independent patient advocate, she helps families and solo-agers gain clarity, confidence, and control before small issues become crises. Nancy brings a practical, real-world approach to advance planning—translating confusing healthcare rules into clear next steps, and helping families make decisions that actually hold up when life gets stressful.

“I’m teaching this because I’m living it, too. I have aging parents in one state, and a young professional daughter building her life as an adult in another state. And like most families, we’ve all made quiet assumptions about “rights” — young adults assuming their parents can automatically step in if something happens, and parents assuming, “Of course I can get information and make decisions… I’m the mom/dad.” The healthcare system doesn’t work that way once a child turns 18. Add in the fact that many parents (and grandparents) still haven’t completed (or updated) their own directives, and you’ve got two to three generations relying on assumptions that don’t hold up in a crisis. This seminar is my way of helping families replace assumptions with a real plan—so decisions are clear, roles are defined, and nobody is left scrambling when it matters most.” ~Nancy~

Purcahse Webinar Access

  • “Nancy explains things in plain English and doesn’t sugar-coat what matters. She helped me understand my options, choose the right decision-maker, and organize my documents so my family won’t be guessing in a crisis. This was worth every penny.”

    Mary - Utah

  • "I never thought of the role of healthcare proxy as a job. This really made me think outside the box when it came to choosing the right person for me."

    Patty - Wisconsin

  • “Dr. Taylor was so very helpful in recommending what should be updated and what parts of my documents could be discarded. I felt that she guided me very honestly and openly. Her professional knowledge gives me confidence that my legal papers are in order and comfort that my final wishes will be followed.”

    Virginia - Wyoming

Still have questions? Take a look at the FAQ or reach out anytime (nancy@drtadvocacy.com). If you’re feeling ready, go ahead and invest in your choice to stay in control with the purchase of this webinar on demand. You won’t regret it!

Your Questions, Answered

Purcahse Webinar Access

  • Purchase the webinar and receive immediate access to the recording and downloadable resources. Watch at your own pace from anywhere and revisit the materials whenever needed.

  • Pre-recorded 90-minute webinar with downloadable worksheets, planning resources, and practical next steps for you and your family.

  • This session provides education and coordination guidance and is not legal advice. Participants will be guided on how to find and complete the appropriate state-specific forms and when to involve an attorney or healthcare provider.