Give Your Family the Gift of
Confidence — Not Confusion.
Your Family Care Plan is the all-in-one planning guide that organizes every critical decision, document, and wish your loved ones will need — before a crisis forces them to guess.
Instant digital download · Fill in at your own pace · 78 pages of guided planning
Life doesn't always give us time to prepare.
Most families know they should have a plan. They mean to get around to it. And then one phone call, one diagnosis, one emergency — and everything changes overnight.
Suddenly, someone is trying to figure out which doctor to call, where the insurance card is, what the passwords are, and what their loved one would have actually wanted. In the middle of the most stressful moment of their lives.
It doesn't have to be that way.
“When my husband suffered a series of severe strokes, our lives changed overnight. I suddenly found myself trying to make important medical and financial decisions without having critical information organized or easily accessible. I literally did not know the passwords to many of our accounts.”
Lori Williams, CSA®, CDP · Founder, Lori Williams Senior Services
The scramble no family should have to face
These are the moments that happen when there is no plan in place.
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No one knows which hospital they'd prefer — or which doctor to call first.
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Bank accounts and bills exist — but no one can access them.
Bank accounts and bills exist — but no one can access them.
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Family members can't find the will, the insurance policy, or the Power of Attorney.
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No one knows what medications they take — or who prescribed them.
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Accounts are locked behind two-factor authentication on an unreachable phone.
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The family doesn't know Mom's wishes for care — and now they're guessing.
THE SOLUTION
One plan. Everything in one place.
Clarity when it matters most.
Your Family Care Plan walks you through 12 carefully designed steps to document the information your family actually needs — from medical history and legal documents to digital accounts, care preferences, and final wishes. You fill it out at your own pace. Your family will always know where to begin.
WHAT YOU GET
Your complete plan — 12 steps, nothing left out.
01
Personal & Family Information
Full contact details, family relationships, employment, military status, and chosen family — everyone who matters, in one place.
02
Medical & Health Information
Physicians, specialists, diagnoses, medications, allergies, Medicare, insurance, and home health — so emergency responders always have what they need.
03
Financial Accounts
Bank accounts, retirement funds, investment accounts, financial advisor and CPA contacts — organized and accessible.
04
Insurance Policies
Life, long-term care, disability, homeowners, auto, and umbrella policies — all in one section so benefits are never overlooked.
05
Legal Documents
Will, trust, power of attorney (financial & medical), advance directive, DNR, marriage and military records — document locations at a glance.
06
Property & Assets
Home, additional properties, vehicles, safe, firearms, and storage units — so nothing is lost, missed, or a surprise.
07
Monthly Bills & Subscriptions
Housing, utilities, credit cards, loans, home services, and streaming accounts — preventing missed payments during a difficult time.
08
Digital Life
Phone access, Apple ID, Google accounts, email, password manager, social media, and banking apps — because most of life is online now.
09
Important Document Storage
A complete checklist of vital documents and where they're kept — plus guidance on creating an emergency USB backup drive.
10
Pet Care Plan
Vet, medications, feeding, microchip, groomer, boarding, and both short- and long-term caregivers for your beloved animals.
11
Care Planning & Living Preferences
Your Plan A, B, and C for future care — from preferred living settings to what quality of life means to you, and how to pay for it.
12
Final Wishes & Legacy
Funeral preferences, organ donation, messages to loved ones, estate settlement tips, and space to write your own obituary if you choose.
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Also included as bonuses:
· A refrigerator-ready Emergency Information & Medication List sheet for first responders
· A printable 911 Ready Sheet
· A blank Prescription tracker
· Estate settlement tips from real-world experience
· Family conversation starter prompts for the conversations that matter most
ABOUT LORI
Written from lived experience — not just professional expertise
Lori Williams is a Certified Senior Advisor® and Certified Dementia Practitioner® with over 20 years helping families navigate senior living. But the heart of this planner came from something far more personal.
“Many of the systems and strategies in this plan were learned the hard way — through lived experience as a caregiver — not just through my 20+ years working with older adults and their families.”
Alexa Young, Product Manager
After her husband Mark suffered a series of strokes in 2022, Lori found herself on the other side of the desk — the caregiver trying to piece together information she'd never thought to write down.
That experience is why this planner exists, and why it covers every detail most families never think about until it's too late.
IS THIS RIGHT FOR ME?
This plan was made for you — whoever you are in the story.
The adult child who lies awake worrying
You love your parent but realize you have no idea what accounts exist, what their wishes are, or who to call in an emergency. This plan gives you the roadmap to have those conversations — and finally feel prepared.
The spouse or partner planning together
Two people, one household, and enough "what ifs" to keep you up at night. This gives both of you a shared plan — and peace of mind.
The parent who wants to protect their family
You don't want to burden your kids with impossible decisions someday. Filling out this plan is one of the most loving things you can do — long before it's ever needed.
Anyone aging with intention
Whether you're 45 or 85, having a plan means your wishes are honored, your family is protected, and the people you love don't have to figure it out alone.
AFTER YOU COMPLETE YOUR PLAN
Imagine knowing that your family has everything they need.
Here's what will be documented, organized, and ready when it matters most:
✔︎ Every doctor, specialist, and pharmacy — with phone numbers
✔︎ All insurance policies and how to access them
✔︎ Every financial account and trusted advisor contact
✔︎ Current medications, dosages, and prescribing doctors
✔︎ The location of every important legal document
✔︎ Device passcodes, email logins, and digital account access
✔︎ A pet care plan so your animals are never left without a plan
✔︎ Your living preferences — in your own words — before someone has to guess
✔︎ Funeral preferences, organ donation wishes, messages to loved ones
✔︎ A refrigerator emergency sheet — ready for first responders
Start your plan today.
One section at a time.
You don't have to complete this in a single sitting. Lori's advice is simple: don't stress — just start. Do a little at a time, and get it done. Your family will thank you.
INSTANT DOWNLOAD
$74
78-page fillable PDF guide