WHAT THIS PHASE MEANS
Understand
Clarify the situation before building the plan.- What we clarify
- Goals, timing, household priorities, important belongings, decision authority, risks and unresolved questions.
- What you decide
- Who may participate, what matters most now and what a successful outcome should protect.
- What becomes visible
- Confirmed facts, information sources, open questions, responsible people and the recommended next step.
- Practical example
- An older adult wants to remain at home while an adult child is helping from another state. We document the homeowner’s priorities, who has authority and which household issues need attention first.