Life Planning

The Life Plan is an important element of your Comprehensive Special Needs Plan as it documents important details about your family and your child (including your child’s daily routines), serves as a bench-marking tool to show annual progress, and functions as a transition guide in the future.

Our team has created an interactive Life Plan tool will guide you through the following five modules:

  1. Information About Your Child/Loved One with Special Needs
  2. Health History and Medical Records for Your Child/Loved One with Special Needs
  3. Government Benefit Information for Your Child/Loved One with Special Needs
  4. Information About Your Family
  5. Your Transition Plan

Module 1: Information About Your Child/Loved One with Special Needs

The first module of your Life Plan will address the following topics:

  • Birth Information
  • Clothing and Shoe Sizes
  • Daily Routine Information
  • Times and Preferences
  • Hygiene Habits
  • Meals and Dietary Requirements
  • Personality Traits
  • Leisure and Recreation
  • …and more!

Module 2: Health History and Medical Records for Your Child/Loved One with Special Needs

The second module of your Life Plan will address the following topics:

  • Diagnoses
  • Physical Abilities
  • Allergies and Other Dietary Needs
  • Medications
  • Devices
  • Medical Professionals
  • Medical Insurances
  • …and more!

Module 3: Government Benefit Information for Your Child/Loved One with Special Needs

The third module of your Life Plan will address the following topics:

  • Federal Benefits and Services
  • Income Benefits
  • Medical Benefits
  • Housing Benefits
  • State and Private Benefits and Services
  • …and more!

Module 4: Information About Your Family

The fourth module of your Life Plan will address the following topics:

  • Information about Parent(s)
  • Information about Sibling(s)
  • Legal Relationships
  • …and more!

Module 5: Your Transition Plan

The fifth and final module of your Life Plan will address the following topics:

  • In Case of Emergency
  • Vision for Your Child’s Life When You’re No Longer Able to Care for Him or Her
  • Key Milestones and Major Life Transitions
  • …and more!

When you’ve finished the fifth module, our interactive Life Plan tool will create a custom Life Plan for your loved one with Special Needs that is unique to your child and family situations based on the answers you’ve provided.

We highly encourage families to update their loved one’s Life Plan every six to 12 months as key details are likely to change over time.

To learn more about Life Planning, check out our blog post Life Planning: If You Won a Weekend Getaway, Would You be Prepared to Leave Your Child with a Family Member?

To get started with your planning process, contact us today!