Communication & Sharing of Plans: Self-Help Guide for Older Australians

TRUSTED SHARING OF WISHES & PLANS

1 min read

Introduction

This guide helps you confidently share your legal, financial, personal, and emergency plans with the people who matter—family, friends, carers, and professionals. Clear communication reduces stress, avoids misunderstandings, and ensures your wishes are respected. It uses simple language that respects your values, culture, and individual needs.

Why Sharing Plans Matters

  • Keeps you in control and supports your independence.

  • Helps family and carers provide the right support.

  • Prevents confusion during important decisions.

  • Builds trust and reduces family stress.

  • Keeps your plans updated and relevant.

Who to Share With

  • Family members and close friends.

  • Healthcare professionals and aged care providers.

  • Legal or financial advisors (when necessary).

  • Support workers or community service providers.

How to Communicate Effectively

Choose the Right Time and Place

  • Pick a quiet, comfortable, and private setting.

  • Avoid distractions like phones or TV.

  • Choose a time when everyone is calm.

Use Clear and Simple Language

  • Speak plainly; avoid jargon or complicated terms.

  • Speak slowly and clearly.

  • Use large print or written notes if helpful.

Share What Matters Most

  • Summarize key points about your plans.

  • Highlight values and wishes important to you.

  • Clarify who is responsible for what.

Listen and Encourage Questions

  • Be open to family and friends’ concerns.

  • Use empathy and patience.

  • Encourage feedback and offer to revisit later.

Tools to Help Share Your Plans

Written Documents

  • Prepare letters or emails outlining your plans.

  • Use a communication plan to list who, how, and when to share updates.

  • Maintain an easy-to-find summary of your key plans and contacts.

Technology

  • Use email or phone calls for regular updates.

  • Consider secure apps or online accounts (e.g., My Aged Care Online Account) to share documents safely.

  • Ask for help if you are not familiar with technology.

Family Meetings

  • Schedule meetings to discuss plans openly.

  • Use an agenda to keep the meeting focused.

  • Take notes or record decisions for clarity.

Practical Tips for Sharing Plans

  • Start conversations positively: “I want to share my plans so we are all clear.”

  • Share copies of important documents with trusted people.

  • Update your trusted circle whenever plans change.

  • Review your sharing plan regularly, at least once a year.

  • Include cultural or language preferences in your communication.

External Resources

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