Elder and Long-Term Care Planning Process

Engagement process

1. Engagement and goals: We confirm scope, establish the retainer, and identify who the plan serves and what decisions it must support, whether family budgeting, guardianship, or trust administration.
2. Records review and in-home assessment: We review the medical record and visit the individual at home when appropriate, documenting current function, safety, caregiver involvement, and the home environment.
3. Care-level determination: We determine the level of care required now and project how it is likely to change, identifying the settings and services appropriate at each stage.
4. Provider and facility cost research: We research in-home agencies, adult day programs, assisted living, and skilled nursing costs in the individual's geographic area and price equipment, home modification, and supplies.
5. Written plan and annual update: We deliver a written plan organized by care category and time period and offer an annual update to reflect changes in condition, setting, and cost.

Also for this service

• Elder and Long-Term Care Planning
• Cost and fee structure for Elder Care Planning
• Typical timeline for Elder Care Planning