![]() ![]() These include Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), veterans benefits, the Supplemental Nutrition Assistance Program, Medicare, and Medicaid. There are a number of programs and services available to elders and/or individuals with disabilities. Investigate Opportunities for Financial Assistance Death Certificate of a Spouse or Parent.In addition to the essential legal documents mentioned above, you’ll want to find and organize a number of other documents, including: Organize Your Loved One’s Important Papers You may even want to put into writing “who is responsible for what.” While this is not a legal document, it can help avoid disagreements in the future. It is important to have everyone in the family participate in caregiving decisions whenever possible. Call us at (805)946-1550 if you would like to schedule a consultation. Therefore, it’s important to schedule an appointment to get these things done ASAP if you are concerned about capacity. For now, it is important to note that these documents should be created, signed, and witnessed while your loved one is still capable of making legal decisions on his or her own. We will discuss these documents in greater detail later. Your loved one should have the following key legal documents: a Will, a Power of Attorney, and Advance Directives. A recent article on AARP’s website addressed this issue and included a legal checklist for Caregivers. Serving as a caregiver may require you to oversee your loved one’s legal affairs. ![]() Managing Your Loved One’s Legal Needs: A Checklist for Caregivers | SB Estate Planning and Elder Law ![]()
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