Family history/dynamics, biographical material pertinent to the situation, previous situations to consider, debt issues, tax obligations, personal payments, inheritances, blended families, extended family obligations.

What motivated your inquiry? Illness, trauma, living situation, end of life concerns?

What is the current issue to address and where do we start?

What do we need to address your need? Inventories (medical/legal), burial/end of life, current resources (special insurance and assistance programs, savings/reserves, county/state/federal programs, local agencies).

Continuum of care (50+ housing, aging in place, assisted living, life plan communities, ADUs, rehabilitation centers, skilled nursing, hospice, loss of drivers license, VTA access, LYFT, Uber.)

Financial and legal assistance, tax management and filings, family dynamics and potential conflict, collaborative legal work, estate attorney.

Checklist for executor/personal representative, costs to consider.

Advance Directives, HIPAA and POLST forms, Goals of Care, Care Managers and home health, skilled nursing, therapists, home companions, Advocacy in the hospital setting.