It may be necessary to meet three times to properly establish an effective Care Plan.

1. Initial Meeting: Information for the family or guardian
2. Second Meeting: Care Plan meeting
3. Third Meeting: Finalization of the Care Plan and budget

1. INITIAL MEETING: Information for the Family or Guardian

• No commitment at this point is needed
• Opportunity to learn of your planning options and how a Care Plan can benefit your family
• The family learns how benefits can be protected
• The family asks any questions they have about PLAN and the procedures to come

2. SECOND MEETING: Care Plan Meeting

• Family describes the person for whom a trust is to be created
• Strengthens, needs, tastes, hobbies, and likes of the individual are discussed
• Residential, oversight, and monitoring needs are set forth
• Financial planning
• Medical monitoring is planned, if needed
• Social and emotional support are discussed and planned
• All of this (and other) information is gathering into a Care Plan document

3. THIRD MEETING

• Family/Guardian reviews draft of Care Plan and budget, and makes any changes they see fit
• Family takes Care Plan and model trust agreement to their attorney
• Membership in PLAN is paid for, and benefits of membership begin
• PLAN's Board of Directors reviews and accepts Care Plan