What are the main legal forms a caregiver/son needs to assist their father with his future legal and medical needs?

Asked by teristeve  |  Jul 9, 2009

We are new to all of this and we need some advice before we go to a lawyer. He is also a WWII vet.

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Carol Bradley Bursack, Jul 11, 2009

Over the span of two decades author, columnist and speaker Carol Bradley Bursack cared for a neighbor and six elderly family members. Because of this experience, Bradley Bursack created a portable support group, the book "Minding Our Elders: Caregivers Share Their Personal Stories."

 

You'll need a health directive (living will), a Power of Attorney for financial affairs, a will and perhaps other documents, depending on where you live. An estate attorney can help you with these. They are very important to have in place.

Take care,
Carol

 
 

Lorilocks

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Jul 9, 2009

Check out the "Money and Legal" section on this website. It is pretty good. I believe you just need a durable power of attorney. Good luck.

 
 

TLMullon

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Jul 9, 2009

I had a Durable Power of Attorney for Legal and financial matters. For health care and end of life issues, I had a Medical Power of Attorney and a Health Care Surrogate. A trust or Will for asset distribution. Also you may consider a DRN, if necessary.

 
 

jmhca

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Jul 10, 2009

A living will - be as specific as you can. I recently had a client with a living will who was hospitalized. The hospital refused to take him off a ventillator because the living will was too general - despite the fact that those were his wishes. You can include your Dad's feelings about such things as CPR, IV Therapy, feeding tubes, respirators, and dialysis. Yours can be more tailored, based on what you might expect, given his condition.

You may also want a durable power of attorney for health care, which names a person (a proxy) to make medical decisions for your father should he become unable to do so.

Have Dad keep a card in his wallet stating that he has advance directives, and where to find them.

Give these advance directives to your Dad's physician to be kept as part of his medical records. Also, be sure to bring them to the hospital should he be admitted for any reason.

Of course, power of attorney over financial matters is another necessary document.

Good luck

 
 

DianaS

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Jul 11, 2009

I think the most important paper I have is the Power of Attorney. It's good to have copies of his birth certificate, SS#, and other personal information, as you'll need it for some situations. I made copies of every medical procedure/condition that he's had and I make sure that every medical doctor that he sees has a copy, and keep one just in case of an emergency hospital visit. It saves a lot of repeating and lessens the possibility of mistakes! I also make sure he has a card in his wallet with a copy of his medicines and MY contact information. If your dad can still answer simple questions, most places will work with you by phone, as long as he says it's "OK" to talk with you. Check with the VA for veteran's benefits. They have downloadable forms online. Good luck!

 
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