Stage 1 · Prepare

Planning & Preparation Kit

Think it through, talk it through, and make a plan before it is urgent.

For the person planning ahead and the person who may one day be asked to help. Understand what the role can involve, prepare for important conversations, record what matters in your own words, and gather questions for an attorney, financial and tax professionals, and healthcare providers. Finish with a 30/60/90-day preparation roadmap. It does not create legal documents; it helps you arrive prepared.

PDF, 26 pp · 20 tools

This kit isn’t available for purchase yet.

Also part of the Foundations Bundle.