FAQ

How do I begin working with your services?

Contact us by phone or e-mail, and we will set up a time to meet with you one on one. During that first meeting, you will share your dreams and fears, as well as the details of your current situation. We will help you set up a plan to conquer the fears and reach your dreams, grounded in reality.

Is there a fee associated with working with an Advocate?

The first meeting with us is always complementary. At that time, we will talk with you to determine what steps need to be taken. Our fees for such services will be explained at that time.There is never any obligation for meeting with us.

How long does the process take?

The process of creating a life care plan for a loved on is often an ongoing journey that you take at your own pace. Ideally, it is a year-round process that helps you structure care for your loved one with special needs, as well as your financial and legal responsibilities. Once you have made it through the entire process, we review your progress and set new goals for the future. We'll provide accountability to keep your plan on course and give you the peace of mind that comes from knowing your loved one will be able to live, work and play to his or her fullest potential.

Do we have to go through the entire process, or can we do parts of it?

Once we know your unique circumstances, we can help you decide which parts of the process apply to you and which ones can be saved for a later date.

I already have an estate plan. What is left for me to do?

Our life care planning process is much more encompassing than an estate plan. We will help you create a comprehensive plan of care for your loved one's education, employment, recreation, housing and retirement.

All I want to do is get information on benefits and how I can get additional benefits for my family member. Do you have a resource for that?

We do! Just contact us, and we can help you make sense of the benefit options available to you. Securing and maintaining benefits are typically part of the process that we take clients through and can be incorporated into the work we do on your behalf.

I am a member of a support group. Can Scott come speak to my group about life planning and benefits?

Absolutely! Scott speaks all over Southern California. You can request him to come to your event or group meeting by filling out this form. We also conduct one- and two-day workshops for groups of people who would like to work through the special needs planning together.