Advanced Life Planning & Care Partner Team Building
Building Your Team
Care team building and pre-planning is key to quality of life for our elder loved ones and peace of mind for their families.
We build teams with experts including:
Planning With Purpose, Led by the Person at the Center
A life worth living doesn’t happen by accident—it takes planning, collaboration, and care built around the individual.
At Caregiver Support and Resources, LLC, we believe in person-focused care, not care that is done for someone, but care that is shaped with them. That’s why we help individuals and families build care partner teams—groups of trusted people, chosen by the elder or client, who share responsibilities, offer support, and work together with respect and intention.
We prefer the term care partner because it dignifies everyone involved. It acknowledges the abilities, values, and voice of the person receiving care, even as those needs evolve. And it reminds us that good care is a relationship, not just a task list.
Why a Care Partner Team Matters
A well-rounded care partner team may include:
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Family members and close friends
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Health professionals
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Legal and financial advisors
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Spiritual or community supports
We guide the process of building this team and developing a shared plan that honors the person’s preferences—ensuring that care decisions remain as close to them as possible, even if they can no longer speak for themselves.
Creating a Life-Care Plan for a Life Worth Living
Once the care partner team is in place, the next step is creating a life-care plan—a flexible, evolving document that addresses the full scope of an individual’s care and well-being.
Our life-care planning process focuses on:
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Maintaining autonomy and dignity
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Meeting care needs with compassion and foresight
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Promoting emotional comfort, financial security, and joy throughout the aging journey
Each Plan Aims to:
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Personalize care. Document the individual’s life history, values, preferences, and medical realities so they are truly known by all who support them.
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Ensure appropriate, affordable care. Whether at home or in a facility, the plan outlines how care will be delivered and funded, including public and private options.
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Support the team. Provide the care partner team with tools, information, and guidance to reduce stress and promote collaboration.
This is a living document, designed to evolve as needs change. It may include everything from medical schedules and dietary needs to long-term financial goals and housing preferences. It is a roadmap for daily life and long-term care alike.
Collaborative, Not Crisis-Driven
Rather than waiting for a crisis to force quick decisions, we help families plan ahead. By developing these plans early, you can avoid unnecessary stress and ensure that care stays centered on the individual’s wishes—not default systems.
Our team helps define, organize, and mobilize every aspect of the care journey by bringing together the right professionals and the right conversations.
Life Care Planning—Rooted in Experience
Maureen Rulison, CDCP, BCPA, CMP, is a nationally recognized expert in Elder Life Care Planning, Certified Medicaid Planning, and person-centered care advocacy. Her professional expertise is deeply informed by her personal experience as the longtime care partner to her late husband, Brian, who lived with Alzheimer’s disease and vascular dementia.
Their shared life-care plan accounted for both of their physical, emotional, and spiritual needs—and continues to inspire the work we do today.
Let’s Build Your Plan Together
The earlier you begin, the more empowered your future will feel. Let’s build your care partner team and life-care plan today—so that you and your loved ones are ready, supported, and confident in every decision ahead.
Want to Start the Planning Process on Your Own?
For those who prefer to begin this journey independently or with a loved one, Maureen has authored a practical and heartfelt resource:
Because I Love You: My Book About Me
This guided workbook walks individuals and families through every aspect of life-care planning—from health and finances to personal preferences, spiritual values, and end-of-life wishes. It’s a perfect starting point for those who want a comprehensive, yet approachable way to document what matters most.
Whether you’re aging in good health or facing a complex diagnosis, this book empowers you—and your care partners—to shape a care journey that is intentional, compassionate, and truly your own.
Because I Love You: My Book About Me is your essential guide to creating a personalized, compassionate care plan. For yourself or a loved one, this book empowers you to navigate elder care with clarity, respect, and peace of mind.
