Introductory Packet

Our Introductory Packet is meant to provide a high-level summary over the Palladio Group, it's members, services, and planning process.

The intended use for this document is to help families identify if our firm is the best fit for what they are hoping to accomplish.

For professionals (Attorneys, CPAs, County Case Workers, etc.), our Introductory Packet serves as a tool to help identify if our firm would be the appropriate company to help provide an additional resource to their current clients. 


Letter of Intent

A guide to caregiving.

No one understands your loved one as well as you. A Letter of Intent is an important document that serves as a personal roadmap to your loved one, and gathers all of the important details in their life. It also allows you to help make your wishes and expectations clear to family members, caregivers, and trustees who will assume responsibility for your loved one’s care once you’re no longer able. Our team can help you get started on your loved one's Letter of Intent.



Planning Timeline

How do we know where to begin and what to consider?

Depending on the stage of life of your family and your loved one are experiencing, there will be varying topics to consider. The Life Care Planning Timeline is a visual representation of the numerous topics that may need to be considered while developing a comprehensive Life Care Plan.