---
title: For lawyers and care managers | Plan Before You Die
url: https://planbeforeyoudie.app/professionals
source: Plan Before You Die
---

For lawyers and care managers

# Help your clients get their families ready

We help your clients list their accounts, set up official access and practice with their family. If a paper is missing or out of date, they can send you a one-page summary.  Get the client handout [See a sample summary](https://planbeforeyoudie.app/sample-report#lawyer)

## What your clients bring back

### Elder law and estate lawyers

A list of their papers, when each was signed and where the original is.

### Care managers

A family that knows who does what and has practiced the first steps.

### Financial advisors

Beneficiaries and trusted contacts checked every year.

## When to suggest us

### They just signed their papers

### They have a new diagnosis

### After a hospital stay or a fall

### Before a move

## We never write or choose legal papers

When a paper is missing or out of date, the plan says so and sends your client back to you.
- The summary lists each paper, when it was signed and where the original is
- Each yearly check flags an older power of attorney for review

**From a sample lawyer summary**
- Power of attorney for finances signed March 12, 2009. On file at Harbor Federal.
- Health care proxy signed in 2022. A copy is at the primary doctor's office.
- The client asks whether the 2009 power of attorney needs updating after her husband's death in 2019.

The summary lists facts. We don't give legal advice.

## No fees in either direction

### Nothing is paid for referrals

We don't pay referral fees, and you never pay us.

### Your client is in charge

They own the plan and approve everyone who joins.

### You see only what your client sends

We never share a client's plan with you.

### An easy first step

Send clients to the free readiness check. It takes about two minutes.