Beyond Documents

Most planning today lives in documents — a will, a power of attorney, an advance directive — often completed in isolation and stored away until a crisis happens.

Life’s Lasting Plan approaches planning differently.

It helps you clarify what matters to you, communicate important decisions in advance, and organize the practical details your family would otherwise be left to figure out during an already difficult time.

This program integrates medical, legal, financial, and personal planning into one structured process, so the people in your life are not left guessing.

Course curriculum

1

Module 1 - Welcome
- Welcome and How to Use this Program
2

Module 2 - Conversations & Values
- Conversations & Values
3

Module 3 - Gather & Organize
- Gather & Organize
4

Module 4 - Clinical Planning
- Lesson 1 - Intro to Clinical Planning & Choosing a Healthcare Proxy
- Lesson 2 - Core Medical Decisions
- Lesson 3 - Dementia Directive
5

Module 5 - Legal Planning
- Lesson 1 - Intro to Legal Planning
- Lesson 2 - Wills, Trusts & Probate
- Lesson 3 - Inventory for Legal Planning
- Lesson 4 - Dependants
6

Module 6 - Financial Planning Part 1
- Intro to Financial Planning
- Financial Roadmap
7

Module 7 - Specialized Financial Planning
- Specialized Financial Planning
8

Module 8 - Personal Planning
- Intro to Personal Planning
- Lesson 2 - Donation Preferences
- Lesson 3 - Disposition Options
- Lesson 4 - Planning Final Gatherings
9

Module 9 - Caregiving Planning
- Intro to Caregiving Planning
- Lesson 2 - Practical Foundations
- Lesson 3 - Caregiving and Quality of Life
- Lesson 4 - Planning for Dementia and Changing Needs.
10

Module 10 - End of Life Supports
- Lesson 1 - Palliative Care
- Lesson 2 - Hospice Care
- Lesson 3 - End of Life Doulas
11

Module 11 - Wrap up!
- Wrap Up!

Life's Lasting Plan

A comprehensive, value-based approach to life and legacy planning

Beyond Documents

One-Time Purchase

Course curriculum