Selected Plan: Summary Of Our Wishes
Welcome

Welcome to the Summary of Wishes application!

This summary is intended to provide guidance to those who will have a role of great importance as guardian, caregiver, or trustee for our child at the time of our death or incapacity. It represents the vision we have for our child and includes meaningful details to support those entrusted with their care. While not every circumstance can be predicted, this document reflects our heartfelt wishes and should be considered binding to the greatest extent possible.

We ask that guardians follow the values we’ve expressed here concerning our child’s personal care and nurturing, education, spiritual development, and social growth. Trustees are asked to fully support the guardian in carrying out this vision effectively.

Thank you for your care and attention in helping preserve our child’s well-being, continuity, and connection with loved ones.

Registration

This process will take approximately 30 minutes. By starting this application, you will automatically be registered with a login and password allowing you to save your progress and return later to make updates if needed.

Once registered, you will be guided step-by-step through the application. If you need to pause, you can return at any time. Please note this is not a legally binding document, it is simply a summary of your child and any legal planning steps you have already taken for your loved one. If you have not gone through the process of establishing powers of attorney, a Last Will and Testament, trusts, and/or a guardianship, please contact our office, and we will be happy to help you meet those goals.

Begin by completing the form below with your name, email, and contact number.

We’ll begin by completing the form below with our name, email, and contact number. Once registered, we’ll be guided step-by-step through the application. If we need to pause, we can return at any time. Thank you for your care and attention in helping preserve our child’s well-being, continuity, and connection with loved ones.

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Children Personal Information
The following personal information will be helpful at the time of our death or incapacity, and may be useful to our child and their caregiver in the future:
* Click the ‘+’ button to add multiple entries.

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Parents Information
The following personal information will be helpful at the time of our death or incapacity, and may be useful to our child and their caregiver in the future:
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Initial Instructions - Appointed Guardian
Upon our death or incapacity, our child will become the responsibility of the appointed guardian, identified as follows:
Click the ‘+’ button to add multiple entries.

Appointed by the Court yet?
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Yes
✓
No
Family Members, Friends, And Organizations
Upon our death or incapacity, and as soon as our child is placed in the custody of their guardian, please notify the following family members, friends, and organizations of our death or incapacity, and of the location of our child:
Click the "+" button to add another individual.

Getting to Know Our Child

We ask that you talk to our child about our death or incapacity in the following manner:


We request that information about our child’s living situation be given out to involved family, friends, and organizations in the following manner:


It is crucial that the level of advocacy we have provided for our child continue when we are no longer able to advocate on their behalf. The following details will guide you in this most important responsibility:


It is important to us that the family involvements that we have shared in the past continue to be a resource to our child. Family gatherings and family activities have meant a great deal to us and to our child. In the future, please consider our wishes regarding holiday and other annual celebrations:


Because our family’s spiritual customs are important to us, it is our wish that our child be raised in the following religious tradition, and with the following spiritual routines and values:


Mental stimulation is an important part of our child’s day. Please be aware of their preferences and opportunities as follows:


As a family, our hobbies, interests, and recreational pursuits have been special times of great enjoyment. We would especially like our child to share in exposure to and enjoyment of the following pursuits:


It is important to us that our child be disciplined in a manner consistent with our values and child-rearing practices. We believe that our child should not be punished for developmentally appropriate behaviors. Rather, we prefer that our guardian use distraction, redirection, negotiation, or other non-punitive methods of guiding our child’s behavior so that the guardian and our child can live together in peace. The following methods of discipline are totally unacceptable to us, and if our guardian feels they require these methods, we wish that person to decline to accept the guardianship of our child:


There is a need to make sure that our child’s financial needs are met when we are no longer able to oversee. We have established a trust that will provide funds to ensure his/her quality of life. Please make sure that the following is addressed:

Job/Volunteer Work
The following information is a snapshot about our child’s community involvement:

Online Accounts
The following are online accounts our child has (social media, companies, banks):
Click the ‘+’ button to add multiple entries.

Routine
The following information gives insight into our child’s daily schedule:

Trustee(s) of the Supplemental Needs Trust
Trustee(s) of the Supplemental Needs Trust
The following personal information will be helpful at the time of our death or incapacity, and may be useful to our child and their caregiver in the future:
Do you have a Supplemental Needs Trust for your children?
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Yes
✓
No
Contacts
Individuals, organizations, professional groups, government agencies, or other important contacts providing or coordinating services for our child are provided in order that a seamless communication exist that will allow a smooth transition for our child, and all concerned.
Individuals, organizations, professional groups, government agencies, or other important contacts providing or coordinating services for our child are provided in order that a seamless communication exist that will allow a smooth transition for our child, and all concerned.
Click the ‘+’ button to add multiple entries.

Medical Information
Information about our child’s current physicians, therapists, specialists, medications, and insurance is provided as a resource to ensure that there will be continuity in treatment and medical care.
Click the ‘+’ button to add multiple entries.

Primary Insurance Information
The following insurance policies and benefits are currently in place:
Click the ‘+’ button to add multiple entries.

Secondary Insurance Information (if applicable)
The following insurance policies and benefits are currently in place:
Click the ‘+’ button to add multiple entries.

Tertiary Insurance Information (if applicable)
The following insurance policies and benefits are currently in place:
Click the ‘+’ button to add multiple entries.

Medical History
The following is our child's medical history information:
The following is our child's medical history information:
Click the ‘+’ button to add multiple entries.

Prescription Medication
The following prescription medication(s) are currently used:
The following prescription medication(s) are currently used:

Non-Prescription Medication
The following non-prescription medication(s) are currently used:
The following non-prescription medication(s) are currently used:

Equipment/Assistive Technology
The following equipment and/or assistive technology devices are currently used:
The following equipment and/or assistive technology devices are currently used:

Income
The following information relates to all income that our child receives:
The following information relates to all income that our child receives:
Click the ‘+’ button to add multiple entries.

Assets
The following information relates to all assets available to our child:
The following information relates to all assets available to our child:
Does your child own a bank account in his or her name?
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Yes
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No
Does your child have an ABLE account?
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Yes
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No
Does your child own or co-own any real estate property?
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Yes
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No
Does your child own any savings bonds, CDs, annuities, mutual funds, stocks, etc.?
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Yes
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No

Estate Planning Documents
The following identifies the legal documents our child has established:
The following identifies the legal documents our child has established:
Does your loved one have a Financial Power of Attorney?
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Yes
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No
Does your loved one have a Health Care Power of Attorney?
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Yes
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No
Estate Planning Documents Continued
The following identifies the legal documents our child has established:
The following identifies the legal documents our child has established:
Does your loved one have a Mental Health Care Power of Attorney?
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Yes
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No
Does your loved one have a Living Will?
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Yes
✓
No
Last Will and Testament
The following identifies the legal documents our child has established:
The following identifies the legal documents our child has established:
Does your loved one have a Last Will and Testament?
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Yes
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No

Beneficiary Information
Our child’s trust is named as beneficiary on the following accounts:

Additional Information
Additional Information provided
Any additional information we think is helpful to know that is not addressed anywhere else in this document.

Submission Screen
Review your responses on the specific screens listed on the right-hand side. Once you're ready, click 'Complete' to finish this intake.
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Welcome Registration Children Personal Information Parents Information Initial Instructions - Appointed Guardian Family Members, Friends, And Organizations Getting to Know Our Child Job/Volunteer Work Online Accounts Routine Trustee(s) of the Supplemental Needs Trust Contacts Medical Information Primary Insurance Information Secondary Insurance Information (if applicable) Tertiary Insurance Information (if applicable) Medical History Prescription Medication Non-Prescription Medication Equipment/Assistive Technology Income Assets Estate Planning Documents Estate Planning Documents Continued Last Will and Testament Beneficiary Information Additional Information Submission Screen