Our Process

We guide you through a four-step planning process which includes personalized reviews and actionable items relating to:

  • Benefits

  • Legal planning including guardianship when necessary.

  • Healthcare documents.

  • Health insurance plans.

  • Housing.

  • Community supports.

Step One

You will learn about the planning process and enrollment paperwork is completed. At this meeting, we will give you a list of documents needed at the next meeting.

Step Two

You will meet with our intake specialist who facilitates a “Letter of Intent” interview. The Letter of Intent, though not a legal document, is a personal history of the person with a disability from the caregiver’s perspective, as well as the perspective of that person. It is meant to be the starting point for planning, helping the family articulate the things that are important in ensuring a life of quality for their loved one. We capture a person’s day-to-day needs, hopes and dreams for the future.

Step Three

Our planning specialist completes a benefits review and information about how to interact more confidently with the Social Security Administration. We review the legal and financial planning done by the family and discuss how supplemental needs trust, wills, power of attorney, and health care proxy documents can be used to secure the future of the person with the disability. If the family is interested in petitioning for 17-A Guardianship, they meet with the guardianship coordinator.

Step Four

You receive a binder containing the “Letter of Intent” and individualized planning options. These are reviewed and next steps are discussed. Plan topics include government benefits, guardianship, supplemental needs trusts, wills, power of attorney, health care proxy, housing, employment, recreation, transportation, and burial. Also included is feedback from the consulting attorney regarding legal documents that were submitted for review.

We commit to remaining by your side as you work through the planning process.

“Thank goodness for Margaret from Future Care. She, along with Wendi, walked me through each step; steps they knew inside out.