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5 Important Legal Documents for Caregivers

One day, your older adult won’t be able to manage their own legal matters and will rely on you to act in their best interests. Planning ahead and getting the legal stuff squared away before a crisis allows your older adult and your family to stay in control of critical decisions. The downside to not having proper legal paperwork in place is being forced to allow lawyers and courts to get involved in family matters.

Legal basics for caregivers

There’s a lot for caregivers to manage, so we’ve narrowed the list to the 5 most important legal documents.

This list doesn’t cover every situation and shouldn’t be considered legal advice, but it will help you cover the basics.

1. Power of attorney (POA)

2. Durable power of attorney for health care (also known as a health care proxy)

3. Living will or advance directive

  • This allows your older adult to state, in advance, what kind of medical care they do and do not want to receive.
  • This also covers what life-support procedures they would not like to have.
  • This is used when a person isn’t able to make their wishes known on their own.

4. Living trust

  • This allows your older adult (the grantor) to create a trust and appoint someone (a trustee) to manage the trust assets when they aren’t able to manage their finances.
  • A person or a financial institution can be the trustee.

5. Will

  • Your older adult’s will names an executor and beneficiaries.
  • The executor is the person who will manage your older adult’s estate at the time of death.
  • Beneficiaries will receive the estate at the time of death.

What happens if you don’t plan ahead

If no planning is done before your older adult becomes incapacitated, family members must ask a court to appoint a conservator or guardian.

A conservatorship can be difficult for families because almost every action or decision on behalf of your older adult must be court supervised and approved.

How to get started with legal documents

For legal matters, hiring a elder law attorney is always recommended. It’s also smart to do your own research so you understand what’s happening.

In addition, you can usually seek advice on legal issues from social workers or clergy, free of charge.

Contact True Notary Services for Help Notarizing Your Documents

True Notary Services will gladly help to make the process as smooth as possible.

After you set up a meeting with one of our mobile agents at a time, date and place of your choosing, you should bring two copies of the unsigned and unnotarized Documents. Both the principal and the agent should be in attendance to sign, and the agent can then notarize the documents.

As a pioneer of mobile notary services, we’ve assisted clients of all kinds throughout South Florida for the last 13 years. With more than 15,000 affiliates located throughout major South Florida cities, we’re confident we can find an agent for you.

Ready to Get Started? Contact Us Today!

There’s an experienced public notary near you in our nationwide notary affiliate network. Available on-demand, any time of the day and any day of the week, so contact us 888-407-7747 we are ready to come to your location to notarize and execute your document(s). Getting started is simple.

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