Initial Life Planning Questions

When considering the future for your loved one who lives with a developmental or physical disability, spend some time thinking through these critical questions:

boy with caregiver

  • When I am gone, who will do what I do for my loved one?
  • Where will my loved one live?
  • Who will handle his/her money?
  • Who will be trustee of my special needs trust?  Who will serve if that person cannot?
  • Who will know my loved one well enough to advise the trustee of his or her needs?
  • Who will be my loved one’s guardian, if needed?  Who will serve if that person cannot?
  • Who will make sure that my loved one is receiving good health care?
  • Who will talk to medical professionals about his/her health if he/she cannot?
  • Who will visit regularly and keep faraway family members informed about his/her life?
  • Who will visit if he or she is hospitalized?
  • Who will make sure that his/her preferences are taken into account when decisions arebeing made about his or her life?
  • Who will make sure that caregivers know my wishes and hopes for him/her?
  • Who will celebrate his/her birthday and holidays?
  • Who will make sure that he/she is able to practice his or her religion?
  • Who will make sure that my loved one has social and recreational opportunities?