Create a Family Plan

Update Your Documents

When your Family Meeting is complete, consider the feedback you received and address any changes that need to be made based on what you heard. This could include updates to your plan for any of the LifePlanning pillars (Health, Housing, Financial, or Legal) or changes to the people serving on your professional team.

In this academy

Prepare for the Family Meeting – LifePlanning Review

Pause to Plan

Family | Update Your Documents
I have taken the following a my family three months after the family meet.
My named agents and I are comfortable with what was shared in the Family Meetings about roles and expectations.
I have updated my LifePlan to reflect any changes I made as a result of the Family Meeting.
I have given the appropriate agents and professionals copies of the legal and financial documents that pertain to them.

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