Planning That Honors Who You Are—and Who You Love

Planning for LGBTQ+ individuals and chosen families often means going beyond traditional tools. Without legal marriage, without full understanding from biological family, or with a strong desire to ensure your wishes are honored, the planning path can be different — but it’s no less important.

We help you create a plan that puts you in control, protects your loved ones, and reflects the life you’ve built — on your terms.

Happy couple laughing in a park.

Case Study: Meet Alex and Julia, 55 and 60.

Alex and Julia have been together for over 20 years. While they’re not legally married, they’ve built a life together and want to make sure each of them is protected if something happens.

They weren’t sure what would happen if one of them got sick or passed away. We helped them put the right documents in place — like powers of attorney, healthcare directives, and updated beneficiary designations — so their wishes couldn’t be overruled. We also worked through long-term care options and made sure digital and financial assets were secure. Now, they have peace of mind knowing they’ve planned for both the expected and the unexpected.

HOW WE HELPED ALEX & JULIA

Why LGBTQ+ and Chosen Families Need a Different Approach

When your family looks different from what a hospital, court, or agency expects, you can be left waiting — or even excluded — when it matters most. This isn’t just about legal documents. It’s about making sure your voice is heard, your wishes are clear, and your people are protected in every season of life.

First Steps - First Steps: Protect Your Voice in an Emergency

Our Emergency Medical Access Card & Kit is a free, printable tool that helps you:

  • Name your partner, chosen family member, or preferred contact as your healthcare agent
  • Carry a wallet card hospitals can’t ignore
  • Provide quick access to key document
  • Speak with confidence — even when rules are unclear
  • Keep control over your care, your body, and your voice

Get the Full Emergency Toolkit Delivered to Your Inbox Free, printable, and designed for LGBTQ+ individuals and chosen families

What Else Can We Help You Prepare For?

Once immediate protections are in place, we help you look further ahead so your life, wishes, and relationships are respected in every season. This includes:

  • Ensuring your medical and financial decision-makers are clearly named
  • Make sure you have a valid will or trust that names and protects your chosen family. In Oklahoma, you can legally create your own will — even without a lawyer — but certain rules must be followed for it to hold up in court. A properly prepared will can ensure your partner, friends, or nontraditional family are honored, while an attorney review or state-specific template can make it far less vulnerable to challenge.
  • Protecting each other in case of long-term care needs
  • Safeguarding digital assets and personal memories
  • Making sure your retirement plans align with your values and goals

Take the Next Step

Begin by subscribing to get helpful planning resources, compassionate guidance, and tools that respect your values and your voice.

Want to Talk Through Your Situation?

No pressure. No sales. Just support, clarity, and a path forward.

If you’re feeling ready to take the next step—or just want to talk things through with someone who understands—we’d be honored to meet with you. Whether you’re planning ahead, facing a decision now, or helping someone else, you’re not alone.