Memory Guides Frequently Asked Questons

 

What is the amount of time involved with developing a Life Resource Plan?

While the amount of time can vary, the goal is to assure completeness. Every individual’s situation and condition is different. Those who start earlier will generally have a much easier time in developing their plan, even though they have the most options. Those who wait for a crisis will find that their options become limited, yet it’s also more difficult to make the choices with limited options, as the good options are normally no longer available.

We work with clients and families to mutually determine what will work best and how much time it will take as we step through what elements of a plan are needed for each individual’s case.

What’s in a Life Resource Plan?

While each plan may vary depending on the needs of the individual client, all plans will contain information about the aging journey and resources available locally and nationally.

The Basic Plan includes:

  1. Life Resource Plan (varies by length of plan)
  2. The Family Care Plan and Caregiving Agreement (15 pages)
  3. Community Solutions for Eldercare (35 pages)
  4. Letter of Agreement

The Standard Plan includes:

  1. Life Resource Plan (varies by length of plan)
  2. The Family Care Plan and Caregiving Agreement (15 pages)
  3. Community Solutions for Eldercare (35 pages)
  4. Understanding the Fundamentals of Life Resource Planning (168 pages)
  5. Letter of Agreement

The Complete Plan includes:

  1. Life Resource Plan (varies by length of plan)
  2. Life Resource Analysis (financial projections)
  3. The Family Care Plan and Caregiving Agreement (15 pages)
  4. Community Solutions for Eldercare (35 pages)
  5. Understanding the Fundamentals of Life Resource Planning (168 pages)
  6. Letter of Agreement
  7. Timeline of Action Items & Responsibilities

When I have questions?

A core belief at Memory Guides is that people benefit from a continued relationship with those who originally helped them develop the plan. This is unique in how we work with our clients. While building the plan is the most important part of a successful aging journey, having a “guide” who is there along the way assures you are staying on the plan, helps with adjustments when conditions change, and continues coordinating communication with other team members as needed. We are here for the long term.

Who are the professional relationships?

We will make introductions to those people we feel best able to serve you in the area you need expertise. However, since people sometimes don’t “click” with each other, we don’t have exclusive relationships with anyone and will continue introducing professionals that you find are compatible.

While we aren’t supposed to make “recommendations” (per our legal counsel and the liability that implies), we also don’t want clients to feel that they have to become experts in interviewing multiple professionals and choose who is right for them. This is why we make introductions one at a time. NONE of the people we refer to pays a commission or referral fee for us introducing new clients, yet they may choose to donate to our non-profit to help us continue serving families in the community. This helps keep the cost to families as low as possible and even allows us to serve those who have no monetary resources at all.

We do evaluate all the professionals who are governed by licensing or certification that they are in good standing with the overseeing organizations. For those professionals who aren’t under any licensing or certification, we evaluate the reputation they have with others in the industry. If we learn of ANY discrepancies or hint of indiscretion, we will stop introducing that person until we have assurances any issue is confirmed as resolved.

What if there are disagreements to anyone in the family or team along the way?

Our experience has shown that family members and even professional team members don’t always agree on elements of the Life Resource Plan. Depending on the severity of the disagreement, we often can assist with the dialog and facilitate the discussion to identify viable options that can be considered and a resolution can be found. This is another area where by having these discussions about future possibilities, can minimize the disagreements and crisis conversations that might happen later. When conversations can happen without the emotional stress of the urgency, everyone gains a better understanding of what everyone’s wishes are and are better able to collaborate.