Life Plan – Personal Information

One part of a Life Plan is the collection of Personal Information.  Simply put, it’s gathering all of your critical personal information and placing it into one easy-to-access location.  Who are the important people in your life and the life of your Special Needs loved one?  The information you collect should include specifics about you, your Special Needs loved one, your immediate family, your extended family, your important advisors, and your circle of support.  You should write down important names, addresses, phone numbers, and other critical information that a future caregiver may need should you no longer be around.

Our unique Life Plan Builder has instructions and forms to help you put this essential information together for the benefit of your Special Needs loved one.  Check it out or contact us with any questions or comments.

Have a wonderful New Year!

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