Elder Law Forms & Documents

  • The Emergency Medical File Every Caregiver Should Create

    Family caregivers, especially those with medical power of attorney (POA), should assemble a folder containing these 9 important medical details that can be easily handed off to nurses, doctors and first responders when seniors need emergency health care.

    6 Comments
  • How to Prepare a Letter of Last Instruction for End-of-Life Wishes

    A letter of instruction is an informal estate planning document that clearly communicates instructions and desires that are to be handled after a person dies. It guides surviving family members through personal, financial and funeral information.

    0 Comments
  • When POA Isn’t Enough: Other Forms Needed to Act on a Loved One’s Behalf

    Power of attorney documents allow caregivers to advocate for elderly loved ones, but some institutions require additional documentation. See what specific permissions you’ll need to access personal information and make vital decisions.

    18 Comments
  • 3 Legal Documents Caregivers Need to Manage a Senior’s Healthcare

    HIPAA authorization, medical POA, and advance directives are the three legal documents family caregivers need to make critical care decisions on behalf of their elderly loved ones.

    35 Comments
  • The Difference Between POA, Durable POA and a Living Will

    Familiarize yourself with the basic elder law documents that seniors and caregivers need. Create a cohesive legal, financial and medical plan that includes a will, advance directives and powers of attorney (POA).

    58 Comments
  • Planning Ahead for Mom and Dad's Elderly Care

    Advance care planning can make a critical difference in the lives of your parents as they age. An elder law attorney can help your elderly parents with advance directives, wills, living trusts and power of attorney before they get sick.

    11 Comments
  • How HIPAA Impacts Caring for Aging Parents

    If you have concerns about an elderly loved one’s health and are involved in their daily care, it is very important to understand the impact of the Health Insurance Portability and Accountability Act (HIPAA) on caregiving for seniors.

    0 Comments
  • Why a Letter of Competency Should Be Part of Every Senior’s Legal File

    Adding this one simple step when a loved one creates or changes their will, powers of attorney and other crucial legal documents can minimize unnecessary stress and familial discord down the road.

    8 Comments
  • How to Choose an Elder Law Attorney

    Elder law issues are typically difficult for a senior and their family to address. Use these tips for hiring an elder law attorney for help with long-term care benefits, power of attorney or guardianship issues, and creating or probating a will.

    8 Comments
  • Can You Change or Cancel a Will?

    People, families and finances change over time, and these changes should be reflected in one’s estate-planning documents. Consult an elder law attorney about your options for updating or revoking a will to ensure your wishes are followed.

    8 Comments
  • Start Here Every Year: Essential Tax Steps for Caregivers

    As a caregiver, you may need to help your loved one organize their financial documents and prepare and file their taxes. Avoid unnecessary stress by getting this paperwork in order before tax time hits.

    7 Comments
  • 4 Reasons to Review Your Will

    Most people mistakenly believe that creating a will is a one-time task, but estate-planning documents should be reviewed regularly to ensure they still reflect your wishes.

    22 Comments
  • Health Care Decision Making in a Senior Living Facility

    Even if you were heavily involved in the decision to place an elderly loved one in a senior living facility, you must have certain legal documents in place to participate in conversations with staff about their medical care.

    3 Comments
  • Legal Competency: When Is It Too Late to Create a Will, Trust or POA?

    It is crucial to engage in proper legal planning with family members while they are still of sound mind. An elder law attorney outlines competency criteria that must be met in order to obtain valid legal documents before a crisis strikes.

    32 Comments
  • Getting Your Affairs in Order: Preparing for the Possibility of Dementia

    Encouraging aging loved ones to plan ahead legally and financially can make it easier for a trusted individual to step in and help them should they lose the ability to make decisions due to an unexpected diagnosis like Alzheimer’s disease or dementia.

    3 Comments
  • Information to Gather Before You Call Medicare

    Having the proper authorizations in place and information on hand can help you save time and lessen frustration when contacting Medicare about coverage, claims and payments.

    1 Comment
  • 10 Things You Should Know About Your Parent's Finances

    Would you know what to do if you suddenly had to take over managing money and paying bills for your parent? Here are 10 things you need to know before assuming this responsibility.

    40 Comments
  • How Much Does It Cost to Get a Power of Attorney Document?

    It’s easy to purchase an affordable power of attorney (POA) form online, but this option comes with some risks. An elder law attorney can explain how this tool works, help you avoid pitfalls and customize POA documents to meet your unique needs.

    14 Comments
  • First Steps for New Caregivers: Getting a Health Assessment for Your Parent

    When becoming a new caregiver for an aging parent it can be difficult to know where to start. A comprehensive health assessment can help you make care decisions moving forward.

    1 Comment
  • Avoid the #1 Mistake Elders Make with Health Care Directives

    Eliminate the issue of potential disagreements about your future care by naming a single individual in the health care directive.

    10 Comments
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