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End-of-life (EOL) Planning


The Role of an End-of-Life (EOL) Planner

End-of-Life (EOL) planners work with the healthy, critically ill, and dying persons, their family, friends, and caregivers in various stages of life including the years of youth as well as the last months of life to support a person in making decisions for their EOL care. The main goal of the EOL planner and client is to thoroughly investigate, process, decide, and document one’s EOL wishes while the person retains their best capacity to do so.

Services Provided

The following list of services is intended to show the kinds of activities the EOL Planner may perform, based on the client’s specific and personalized needs. It is not meant to be fully exhaustive. Please discuss specific ideas and goals with your EOL Planner that may not be listed here. Decisions on item completion goals will be made cooperatively between EOL planner, client, and family members, in part prior to session during a free brief 10-minute consultation, solidified during session, and can be modified at any time to add additional tasks or goals at additional cost if ultimately more time is needed to achieve additional goals. During your first session, a document will be created for you to sign designating the discussed and agreed upon tasks/goals for your EOL planning services.

*When attending a retreat or seminar, these EOL planning tasks may be pre-selected, in which case additional services outside of the scope of the retreat/seminar may be added on at a later date of service if the client wishes.

Services may be held in-person at an agreed upon location if not in office, in the business office of your planner, via video conference platform, and by phone. The client should attend the session utilizing the agreed upon medium however when in-person session changes are required, video conference sessions will be used as an alternative.

  • Thinking critically about the past, present, and future including investigation of who, what, why, when, and how important life events, relationships, jobs, belief systems etc. will play a role in EOL planning and decision-making

  • Discussing, Deciding, Documenting

    • Important others to the EOL process

    • Credentials of non-financial accounts such as social media

    • Financial issues/Designation of a Conservator

    • Guardianship for children/pets

    • Long term care facility choices

    • Assets and debts

    • Life Insurance

  • Form Completion

    • Advanced Directive

      • Medical Power of attorney/proxy

      • Living Will/Directive to Physician

  • Vigil Planning

  • Post-Death Legacy and Planning

    • Immediate, moderate, and long-term post-death care wishes

    • Planning for most discrete and private concerns and circumstances

    • Letter, obituary, ceremonial writing and/or video/audio creation

    • Memorial and funeral services

  • Grief Support

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