Create forms for 1) Willing Advisers and 2) Requesting Family
Need a Disclaimer. Need to set limitations on depth. Cannot offer true medical instruction. General information and direct experience
Will need to know detailed story of each Willing Adviser to avoid nuances but to also streamline the effort. Will likely need to create a thorough questionnaire. How to facilitate? Adviser willing to take conference call? Will need to know their availability.
Requesting Family will need to know limitations, Advisor/Us cannot be held liable/accountable. We are simply providing a platform to introduce families to exchange basic info.