Who will know what you know?

A free, fillable workbook that helps you build a lifetime care plan for your loved one with special needs. Around their actual life, not just the paperwork.

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55 fillable pages built on the Six P's Type right into it, or print it Benefit figures checked September 2026

Six questions, in order.

Each section builds on the last, and each one ends with something you've actually completed.

1

Picture

What life are we planning for?

Where they'll live, a good day, their people, their purpose, and a skills inventory.

2

Price

What will that life cost?

Future costs as a range, the benefits that may help, the funding gap, and a life insurance estimate.

3

Protect

Will the money reach them the right way?

Benefit rules in plain English, trusts, ABLE accounts, and a beneficiary audit.

4

People

Who will actually do this work?

Every role with a backup, decision-making at 18, and an emergency plan.

5

Preserve

What lives only in your head?

A complete letter of intent: routines, communication, health, and who they are.

6

Practice

How will this stay current?

An annual review, the events that trigger one, and a review log.

Self-assessmentEighteen questions show where your plan is most exposed.
Milestones by ageWhat happens at 14, 18, 20, and 22, and what to do.
Wording for relativesSo a gift from Grandma doesn't cost them benefits.
A 90-day action planOne realistic quarter from worried to started.

Start writing it down.

You don't need to finish it in one sitting. You don't need to get it perfect. You just need to start.

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