Your workbook is ready.

The Lifetime Care Plan is yours. Download it now, print it if you can, and keep it somewhere you'll see it this week.

Download the workbook (PDF)

55 fillable pages. Opens in a new tab. Save a copy to your computer, then type right into it using Adobe Acrobat Reader or Preview.

Where to start

Take the self-assessment

Page 7. About ten minutes. It shows which of the Six P's needs attention first.

Do the beneficiary audit

Page 27. It's the most common gap, and usually the easiest one to fix.

Follow the 90-day plan

Page 52 breaks the whole workbook into one realistic quarter. You just need to start writing it down.

Want to talk through what you find?

Book a 30-minute call with Reggie

Bring your self-assessment score. We'll talk about where your plan is most exposed and what to do first.

Pick a time

Listen to Planning for Their Future

The podcast for families raising or supporting someone with special needs. One piece of the plan at a time.