The Framework That Makes It All Possible

The Planning PATH Framework™ 

Makes it easier for the people who may one day need to step in. 

A practical framework for getting your affairs in order before they are needed. 

P — Prioritize what matters to you and the wishes you want known. 

A — Assemble the information, documents, accounts and contacts others may need, and make them findable. 

T — Take Action to turn your decisions into completed plans and arrangements. 

H — Have the Conversation so family, executors and trusted professionals know your wishes, understand their role and know how to access what they will need when the time comes. 

Good planning doesn't end when someone dies. It gives the people who step in a place to begin. 

The AFTER Loss Framework™  

Makes it easier to navigate everything that needs to happen after a death. 

A practical framework for knowing what needs to be done, what comes first and how to move things forward. 

A — Assess what needs to be done, what plans and wishes are already in place, and who needs to be involved. 

F — Find the information, documents, accounts, assets and contacts needed to carry those plans forward. 

T — Triage what needs attention now, next and later. 

E — Expedite the practical tasks, arrangements and next steps, coordinating with the appropriate people and professionals along the way. 

R — Resolve outstanding details and bring matters to completion in keeping with the plans and wishes that were left. 

The Planning PATH™ → The After Loss Framework™ 

What you put in place today becomes the starting point for those who step in tomorrow. 

The Planning PATH helps reduce the burden before it falls to someone else. The After Loss Framework helps carry that burden when it does.