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Stop scrambling for the right paperwork when a new client needs you most.

You Became an End-of-Life Doula to Support Families—Not to Reinvent the Wheel

Every time you take on a new client, you face the same frustrating problems. You know something's missing in your process, but you're not sure how to fix it while juggling the emotional weight of the work itself.​

You're Wingin' the Intake Process

A referral comes in. Wonderful news.

But what exactly should you ask? Contact information, medical history, and advance directives are obvious starting points, but there's so much more you need to know. What about their hospice team details, medication schedules, vigil preferences, or after-death wishes? When you're creating questions on the fly, you miss critical details that surface weeks later when it's harder to address them. You end up circling back to clients repeatedly, which doesn't inspire confidence.​​

Safety Assessment Feels Like Guesswork

You walk into a client's home for the first time. Your instincts tell you to scan for trip hazards and loose rugs. But what about the diagnosis-specific risks that aren't visible at first glance? A client with ALS faces aspiration risks and equipment malfunction dangers. Someone with dementia needs wandering prevention and poisoning safeguards. Heart failure brings fluid overload concerns. You can't possibly memorize every diagnosis-specific safety consideration while building rapport and understanding their unique story.​​

Hours Disappear Into Creating Forms

You sit down to draft a care plan template. Again. Maybe you search online for examples or try to remember what worked last time. Before you know it, two hours have vanished—time you could have spent actually supporting clients or marketing your services to reach more families who need you. Every end-of-life professional faces this same problem, yet we all waste time solving it individually.​​

Medical Teams Won't Talk to You

The client's physician has information you need. The hospice nurse is aware of recent symptom changes. But when you reach out, you hit a wall. Without proper documentation establishing your role as a liaison, healthcare providers can't share details with you—even when your client desperately wants you in the loop. You're left piecing together incomplete information, which compromises the quality of care you can provide.​​

Introducing the Death Doula Tool Kit

Seven professional, ready-to-use forms that solve your biggest documentation headaches:

Discovery and Intake Form - Captures everything from referral source and consultation purpose to patient details, ensuring you gather complete information from the very first conversation.​

Comprehensive Onboarding Documentation - Collects contact information, medical history, disease processes, active symptoms, medication reviews, hospice team details, and advance directives in one organized format.​

Safety Assessment Form - Features diagnosis-specific safety risks for 11 common conditions, plus a room-by-room home safety checklist that covers everything from entryway hazards to garage dangers. Includes a glossary that defines each risk type, so you know exactly what to look for.​

Care Plan Templates - Two versions (initial and ongoing) that organize concerns, interventions, and goals in a clear structure. No more staring at blank documents, wondering how to format care planning.​

Vigil Planning Guide - Walks through preferences before death, during final hours, and after passing, including questions about lighting, visitors, music, aromatherapy, clothing, and rituals. Nothing gets forgotten when emotions run high.​

Doula Liaison Permission Form - Establishes your legal authority to communicate with physicians, hospice teams, and other medical personnel about your client's needs, safety risks, and condition changes. Note: This complements but doesn't replace HIPAA authorization forms that clients complete separately with healthcare providers.​

Patient Bill of Rights - Explains in plain language what clients can expect from your services, from respect and dignity to privacy and comfort. Sets clear boundaries about your role while emphasizing the quality care you provide.​

Each form is professionally formatted, immediately usable, and designed specifically for end-of-life care professionals. Print them. Fill them out. Focus on what matters—the people you serve.

Get Your Tool Kit Now

Stop losing time to administrative chaos. Your clients deserve your full attention, and you deserve systems that actually work.​

The Death Doula Tool Kit gives you back the hours you've been wasting and the confidence that comes from knowing you're asking the right questions, assessing all the risks, and maintaining professional standards that build trust with clients and medical teams alike.​

Download your complete toolkit today and start your next client relationship with everything you need already in place.

Professional documentation isn't just paperwork. It's how you protect your clients, your practice, and your peace of mind.