So you have decided that you want to utilize the services of an elder care resource planner. What is the process going to look like and how do you need to be involved? Here is what you can expect when you are going to be working with an elder care resource planner.

Getting Started

The first thing you need to do is locate a resource planner that can work with you. There are many that are available to you and you will need to pick one that best suits your needs. Remember that the duties of an elder care resource planner and an elder law attorney are slightly different. You want to take your plan to your attorney to execute it, once you have determined what it is.

Information Gathering and Interviews

Once you have picked a planner they are going to want to have an in depth conversation with you to get a good picture of what is going to need to be done. Don’t be surprised by the questions that they ask, they are going to be personal in nature and involve health and finance questions.

The resource planner should also introduce you to some concepts and information that you may have not had before. This can help make your plan better.

Executing the Plan

Once your plan has been laid out by your planner it is time to execute. Come to Stano Law group’s offices begin to set things to paper to make your plan official.