Build a Roadmap for Long Term Well-Being and Support

  It’s a difficult question—but an essential one.

For families caring for a child or adult with a disability, this is not just a hypothetical—it’s a real concern that must be addressed with care, clarity, and foresight.

While wills and trusts are critical for financial planning, they don’t capture the essence of who your loved one is—or the values, routines, and vision you have for their future.

That’s where thoughtful, comprehensive planning comes in.

 You are the expert on your child or loved one. But have you shared everything only you know? If today were your last day, would someone be able to step into your shoes and continue the care, support, and decision-making you provide?

Together, we can build a personalized roadmap for your loved one’s long-term care and well-being—guided by your values, your voice, and your wishes.

 1. Create a Family Identity Statement

We’ll define the values, principles, and priorities that shape your family. This statement becomes the foundation for future decision-making—helping others understand not just what needs to happen, but why.

2. Identify and Designate a Succession Team

We'll outline the people involved in your loved one’s life—guardians, trustees, siblings, and natural supports—and clarify their roles. You’ll also be supported in having meaningful conversations with each person to confirm their readiness, comfort, and commitment. 

3. Draft a Personalized Letter of Intent

This letter serves as a detailed guide for future caregivers, capturing your loved one’s preferences, daily routines, goals, and support needs across areas like housing, education, employment, social life, and independence. It ensures continuity, dignity, and quality of life.

Facing the future without you is one of the hardest realities to prepare for—but doing so is an incredible act of love and responsibility. These planning documents not only offer peace of mind for you, but also clarity and security for those who will carry on in your place.

I’m here to guide you through each step—compassionately, thoughtfully, and with your family’s best interests at heart.