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Complement your client’s financial plan with a personal end-of-life plan

Help people align their financial resources and final wishes

Even with multiple legal documents in place, many questions arise toward the end of life. Often, those questions are often tied to an individual’s financial resources. For example:


  • Who can access the individual’s financial account(s) to pay for care if the person is unable to communicate about such information?

  • Which financial resources should be liquidated first? Last?

  • Which activities trigger a tax event?

  • Are the family members named in the documents aware of the plans?

When family members clearly communicate their preferences about finances and final days and moments, they help avoid conflicts about how to handle details as the end of life nears. All family members can fully focus on caring for their loved one — according to his or her wishes — during the time that's left and through the final days.

Discussing final wishes is difficult. Many people make financial plans to prepare for their future, especially their later years. But few consider the health crises that can occur later in life or plan for their final days and
moments. And often, they don’t consider how they want family members to remember them.

Near the end of life, a hospital visit is almost inevitable. Family members will likely help manage a loved one’s hospital stay. When everyone involved knows what to expect and is prepared to manage a medical crisis, they’re better equipped to face the difficult decisions they’ll need to make with or for their loved one.

Creating a plan in advance to address this kind of information brings peace of mind for everyone involved. 


Your clients have a financial plan. An end-of-life plan picks up where the financial plan ends. It helps your clients:


  • Tell their family how to implement their financial plan

  • Share their intentions and wishes

  • Start difficult conversations with family members

  • Prepare for a hospital stay

  • Create a legacy project their family will treasure

See more on developing a Caregiving Pathways Personal End-of-Life Plan   .

You can help your clients create an end-of-life plan or send your clients our off-the-shelf communications to prepare them for this next step and refer them to us.


Financial Advisor Program Overview

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Help families plan and prepare instead of react and regret

Enrich your professional life

Enjoy the rewarding experience of helping families prepare for one of the most critical periods of their lives.

The time to address these sensitive topics is before a health crisis occurs. During a period of great emotional stress, the less your clients need to focus on making decisions, the more they can help a loved one through the final days — with peace of mind for everyone.

Offer our classes to your staff


Beth Suereth teaches classes on managing the end of life and family caregiving to individual employees through The Caregiving Years Training Academy.


She can also provide customized, interactive webinars to help your staff learn about developing a Caregiving Pathways Personal End-of-Life Plan. Because of the COVID-19 crisis, Beth is currently conducting all classes and webinars by teleconference. 

1. When the Care Plan Becomes an End-of-Life Plan


It’s difficult to think clearly during the emotional stress of the end of life. Making an end-of-life plan in advance helps families understand a loved one’s wishes and avoid conflict during the final days. When you and your family know what to expect, you can keep the focus on bringing comfort to your loved one. Preparation will make it easier to handle your feelings, your family members, and the way you care for your loved one physically, spiritually, and emotionally. 

Hear Beth’s story about her father’s last days and learn about:


  • When and how to ask about geriatric specialists, palliative care, and hospice (the doctor may not mention these)

  • Making the most of the time that’s left to minimize regret in the future

  • Finding out what’s important to your loved one at this stage of life — it may be something you wouldn’t imagine!

2. How to Help Your Loved One in the Hospital  You Can Make a Difference


When a loved one is in the hospital, there’s a lot to manage. And it feels overwhelming. Get practical tips and tricks for managing the hospital experience and understanding the importance of your role as a family caregiver.

Hear about Beth’s caregiving experience and learn:

  • What to expect in the hospital

  • How to keep track of the details to prevent common hospital mistakes

  • How to prepare for care at home after the hospital stay and keep your loved one from going back!

What's a Caregiving Pathways Personal End-of-Life Plan   ?

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