As a Trust Advisor, Jarrod has built his career helping clients prepare for the future. He’s highly experienced in managing the financial aspects of incapacity — coordinating assets, implementing legal documents, and helping ensure his clients’ financial affairs remain protected during vulnerable periods of life.
Over the years, he’s also found himself increasingly drawn into the personal and healthcare realities that often emerge when a client experiences serious illness or loss of capacity.
Sometimes there is family conflict, making communication and decision-making difficult. In other situations, family members may feel overwhelmed, emotionally distressed, or unprepared to navigate complex healthcare decisions. And occasionally, there may be no obvious support person available at all — leaving him trying to help coordinate care conversations and healthcare navigation outside his usual area of expertise.
While Jarrod is deeply committed to supporting his clients, these situations can create significant emotional and operational challenges.
After learning about Plan Well Guide’s Serious Illness Support Service, Jarrod begins integrating Advance Serious Illness Planning (ASIP) and Navigator Support conversations into both new client onboarding and existing client reviews — particularly for clients who are aging alone, socially isolated, or navigating complex family dynamics.
Clients now have the opportunity to proactively clarify their healthcare values, quality-of-life priorities, and personal care wishes before a crisis occurs. Representatives feel better prepared for future advocacy responsibilities, and clients gain access to experienced healthcare navigation support if serious illness arises.
As part of the collaboration, Jarrod also has direct access to internationally recognized intensive care physician and Navigator Dr. Daren Heyland for guidance and support when complex healthcare situations emerge.
The result is a more comprehensive and resilient approach to incapacity planning — one that helps support not only Jarrod’s clients’ financial well-being, but also their healthcare wishes, dignity, and quality of life during serious illness.
This fictional scenario is inspired by common planning concerns faced by professionals supporting people through complex incapacity situations.
