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Health & Care Planning Toolkit

Medical Decision-Making Support

A supportive toolkit to help you think through medical decision-making authority, care preferences, and communication before decisions are needed.

This Resource Helps You:

  • Reflect on who should make medical decisions on your behalf
  • Clarify care priorities and values
  • Reduce uncertainty by documenting important healthcare preferences
  • Prepare loved ones for difficult healthcare decisions
  • Support dignity, communication, and clarity during important healthcare moments

Who This Resource Is For

This toolkit is for individuals and families planning for medical decision-making during incapacity who want to create clarity around healthcare preferences, communication, and decision authority.

How to Use This Resource

Use this toolkit after reviewing medical authority concepts. It’s designed to support reflection, discussion, and preparation—not make medical decisions for you.

How This Fits Into Phase 3

Phase 3 addresses important decisions that affect both individuals and families. This toolkit helps create clarity around medical authority, communication, and personal preferences.

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Related Article:

This article explains the key concepts covered in this resource:

Health & Care Planning Toolkit

What you’ll get:

✔ A guide to organizing healthcare decision-making information
✔ Key details loved ones may need when making medical decisions
✔ A simple framework to document care preferences, contacts, and next steps

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Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.