Advance Life Planning Services
Facilitating thoughtful, values-driven planning that empowers individuals and families to face the future with confidence and peace of mind.
At Mourning Ventures, Advance Life Planning includes more than just filling out forms. We help individuals, couples, and groups prepare for future healthcare decisions, life transitions, and the unexpected moments that can bring confusion and chaos. Our services are personalized, compassionate, and deeply practical—offering structured guidance, reflective conversations, and support in gathering and organizing the essential pieces of life.
Planning now reduces unnecessary stress later—for you and the people who matter most.
Services Offered
General Consultation
Unsure where to begin? This stand-alone 60-minute session (via phone or Zoom) offers a safe, exploratory space to discuss goals, concerns, or barriers. It’s ideal for those facing a unique situation or deciding whether to move forward with additional services.
Health Care Advance Directive Services
A guided, values-based journey toward clarity, communication, and confidence in your future care.
Individual Health Care Advance Directive Package
This five-session package (virtual or in-person) is designed to help you clarify your wishes, choose a proxy, prepare for meaningful conversations, and complete a legally recognized health care advance directive.
What’s included:
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Five (5) 60-minute guided sessions
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Bi-weekly pacing recommended but flexible
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Tasks and reflection exercises between sessions
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Educational materials and decision aids
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Reduced hourly rate available for extra time
Topics covered:
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Exploration of beliefs and values related to medical care and quality of life
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Choosing and preparing a health care proxy
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Understanding interventions like CPR, artificial nutrition, and more
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Guidance for holding difficult conversations
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Resources for legal/medical consultation if needed
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Completion and dissemination of a recognized health care directive (e.g., Five Wishes)
Small Group Advance Directive Workshops
Offered both in-person and virtually, these five-part workshop series offer the same guidance in a supportive small group setting.
What’s included:
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Five (5) 90-minute bi-weekly sessions
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Limited to 4–8 participants (minimum of 4)
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Includes all materials
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Light activities between sessions
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Includes optional 45-minute private consultation
Ideal for:
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Friends, neighbors, or community members looking to learn and plan together
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People who value connection and conversation as part of their planning process
Topics covered:
Group topics mirror the individual package above
Life Planning Tools:
What·If Companion & Life·Ledger
Because “what if?” shouldn’t mean “what now?”
When sudden events occur, the emotional impact is often compounded by logistical chaos. These services help reduce that chaos—so you, or your loved ones, know exactly what matters most, what to do first, and where to find everything you need
What·If Companion Package
A starter tool for thoughtful life organization.
Designed for those beginning their planning journey, this package helps clients identify and organize critical information others may need in a crisis.
Includes:
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1–2 guided 60-minute sessions
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Personalized digital and paper checklist (contacts, bills, pets, key documents, logins, etc.)
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Optional binder and materials (included in 2-session version)
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Support for organizing materials—not in-depth admin work
Life·Ledger Package
The most comprehensive way to leave behind a clear, organized roadmap.
Life∙Ledger is an in-depth, premium planning and documentation service ideal for individuals or couples who want to ensure that, when the time comes, everything is in place.
Includes:
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3-8 hours of guided sessions
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Recommendations for additional planning tools
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Hands-on support gathering and organizing documents
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Choice of a fireproof file box, structured binder, or protected digital format
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Optional annual review reminders
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Optional shredding, recycling, and general documentation support
Combination Package
Know you need to do it all—but haven’t started yet? We’ve got you.
This bundle includes everything from both the Advance Directive and Life∙Ledger packages, with flexible scheduling and up to 13 hours of total consultation time.
Includes:
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Full Individual Health Care Advance Directive package
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Full Life∙Ledger service
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Optional 3- and 6-month follow-ups at no additional cost
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Discounted bundle rate
Frequently Asked Questions
Q: Do I need to be old or sick to do this?
A: Absolutely not. These services are for any adult who wants to be prepared—whether you’re 20 or 80, healthy or facing illness. Planning is an act of love, not fear.
Q: Can I bring a partner, adult child, or friend?
A: Yes. You’re welcome to include anyone you trust in the planning process.
Q: Do you provide legal advice?
A: No. Mourning Ventures does not provide legal, medical, or financial advice. We offer values-based planning support and education to help you think things through and complete recognized forms. When legal or clinical input is needed, we’ll help you identify when and how to connect with the right professionals.
Q: Do I need a lawyer to complete an advance directive or other planning documents?
A: Not necessarily. Many advance care planning documents—like health care directives—can be completed without a lawyer. However, if you prefer legal guidance, or need documents like a health care power of attorney that meet specific legal standards in your state, we can help you prepare to work with an attorney. Our role is to support your planning—not to provide legal advice.
Q: Is this confidential?
A: Yes—within limits. We follow professional standards of confidentiality, even though we are not a clinical or legal entity. What you share is kept private unless there is a concern about serious harm to yourself or others, or if you ask us to share information on your behalf. Please note: if you invite a friend, family member, or health care proxy to join a session, that person is not bound by the same confidentiality standards.
Q: How do I know which service is right for me?
A: That’s what the free 15-minute consultation or general planning session is for—helping you find the right fit for your needs, goals, and comfort level.