END OF LIFE PLANNING

Assessments

End of Life Needs Assessment

Assessment
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Financial Decision-Making Check-up

Assessment
The End of Life Needs Assessments identifies gaps in your end of life planning efforts. The Financial Decision-Making Check-up evaluates the capacity of a team member to make sound financial decisions.

Planning Guides

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Planning Your Funeral

Planning Guide
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When to Move to Assisted Living or Skilled Care

Planning Guide
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Finding a Continuing Care Facility

Planning Guide
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Arranging Help For Your Care at Home

Planning Guide
These Planning Guides offer more in-depth insights into key aspects of Financial Decision-Making.

Support Gear

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Key Conversation Principles And Practices

Conversation Guide
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Grieving and Loss

Conversation Guide
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Safe Financial Decision-Making

Conversation Guide
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End of Life Decision-Making

Checklist
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Likelihood of Dementia

Calculator
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Expected Years of Long-term Care

Calculator
Additional supporting tools designed to inform and guide your end of life planning activities.
Questions? Concerns? Ask Coach!
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