Introduction & Foundation
LESSONS 1-4
Overview:
Lesson 1: Getting Started
A gentle introduction to what this process is and why it matters.
What to expect from the course
Why planning ahead makes a difference
How to approach this without feeling overwhelmed
Lesson 2: Understanding Care Planning
Learn what it means to plan ahead for someone’s care and why it’s important.
Who this applies to
What planning ahead actually involves
Common misconceptions
Lesson 3: Making Decisions & Getting Organized
A practical guide to the key information and steps that help you feel prepared.
Choosing a healthcare decision maker
Essential information caregivers should have
Important documents and how to organize them
Understanding the care team and medical details
Lesson 4: Conversations & Next Steps
How to approach meaningful conversations and move forward with confidence.
How to start the conversation
Navigating difficult topics
Understanding values and preferences
Clear next steps and helpful resources
Each lesson is designed to be simple, clear, and manageable, so you can move through this process at your own pace.
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To support you as a new for this course, I've created a few additional resources to help you stay organized and feel more confident along the way.
A simple guided binder to help you keep important information, documents, and all notes in one place, so you were prepared when it matters most
Individual and Family Consultations
If you would like more personalized support, you can book an individual or family session where we walk through your specific situation, answer questions, and help you take the next steps with clarity and confidence.
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Please see lesson 4 for downloads including: medication list, North County resource list, caregiver checklist, and copy of slides for note taking.
Multiple links available in lesson 4 for advanced care planning such as links to POLST form, advanced care directive kit, California agency on aging and other valuable online resources.