Because the people you trust shouldn’t have to guess.
Plan Today.
Protect Tomorrow.
Most families don’t realize how much important information
lives in one person’s head - until that person is suddenly unable to answer the questions.
Personal Transition Planning helps you organize and document the information, wishes, preferences, contacts, and instructions the people you trust may need if you become seriously ill, incapacitated, or simply unable to manage things yourself.
Whether you’re single, married, part of a blended family, caring for pets, managing a household, or simply want your wishes clearly understood, your personalized plan gives the people you trust something far better than guesswork: your own direction, in your own words.
Future transition Planning
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Your important Information
Organize the essential personal, household, insurance, financial, medical, and contact information someone may need on your behalf.
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Your Healthcare Wishes
Document your healthcare preferences, important providers, medications, and the people you want involved in decisions about your care.
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Your People & Decision Makers
Clearly identify who you trust to help, who should be contacted, and any important boundaries or preferences you want known.
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Your Home, Pets & Responsibilities
Create clear instructions for the things that still need attention when you can’t handle them yourself - from your home and bills to pets and everyday responsibilities.
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Your Personal Wishes
Document the choices that matter to you so your family isn’t left trying to figure out what you would have wanted during an already difficult time.
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One Organized Plan
Bring everything together in one personalized plan that can be reviewed and updated as your life changes.
Choose the Plan that fits your life
Whether you want the essentials organized or a more comprehensive record for your wishes and plans, both options are designed to give you - and the people you trust - greater clarity and peace of mind.
Essential Personal Transition Plan
A streamlined plan focused on the information and instructions someone may need if you are unexpectedly unable to manage things yourself.
Includes:
Important personal and household information
Emergency contacts and trusted decision-makers
Healthcare information and preferences
Insurance and key financial information
Home, pet and everyday responsibility instructions
Important documents and where they’re located
Personal preferences and instructions
Plan review and update record
Comprehensive Personal Transition Plan
A deeper planning experience for those who want to document not only essential information, but more detailed wishes, preferences, and guidance for the people they trust.
Includes everything in the Essential Plan, plus expanded planning for:
More detailed healthcare and personal-care preferences
Family dynamics, communication preferences, and important boundaries
Detailed household and responsibility planning
Legacy and personal wishes
Funeral, memorial, and final-arrangement preferences
Additional instructions intended to reduce uncertainty and family conflict
More comprehensive planning discussion and documentation
Plans are personalized to the individual or couple.
Couple plans include a Household Addendum to clearly document shared and individual wishes.
Senior Personal Transition Plan
Thoughtful planning for today - greater peace of mind for tomorrow.
Our Senior Personal Transition Plan is designed specifically for older adults who want to make sure their wishes, important information, healthcare preferences, household responsibilities, and personal instructions are clearly documented for the people they trust.
Whether you’re living independently, considering future care needs, or simply planning ahead, this personalized plan helps make sure your voice remains part of the decisions - even when you may not be able to speak for yourself.
Essential and Comprehensive plans are available for individuals and couples.