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Necessary Elder Care Documents

Senior citizens may need help from a lawyer experienced in elder law if they want to plan for what happens to them in the future. As they age, they may not be able to make decisions about health care, living arrangements, and finances. Having a plan in place can help ease the burden that the family could face. Our estate lawyers in Cary NC are here to discuss the necessary documents needed.

Elder Care Documents | Estate Lawyers Cary NC

If you are a senior citizen, or if you are approaching an age where you want to ensure your wishes are protected, you may want to meet with estate lawyers in Cary NC to discuss and to create an estate plan that also includes elder care documents. When meeting with a lawyer to discuss elder care needs, there are several documents you may need in order to establish a plan that ensures all areas are taken care of properly.
You do not have to wait for a major life event to occur in order to create or update plans for your future or the future of your aging loved one. Examples of major life events include when someone is moved into a senior community or nursing home, when someone is hospitalized, or if someone becomes incapacitated or passes away. Having a plan in place before any of these instances arises will ensure that your wishes are followed.
Let’s take a look at the necessary elder care documents that can help you be well prepared for your meeting. They can be divided into three major sections: general documents, healthcare information, and financial documents.
General Documents
In order to start an estate plan, basic information and documents will be needed during the first
visit with our estate lawyers in Cary NC. They may include:

  • Name, address, phone number, date of birth and marital status
  • A copy of Social Security card
  • A copy of any previous wills or estate plans

Healthcare Documents
These documents will outline what you want to happen should you become ill or otherwise incapacitated. You can decide what treatment you want, how you should be cared for and what your wishes are when it comes to resuscitation, quality of life, and other end of life treatments that may arise during a medical emergency. You may need to bring in the following forms during your meeting:

  • Copy of personal medical history
  • Copy of Medicare card, if applicable
  •  Health insurance policies, including any additional long-term care insurance

Our estate lawyers in Cary NC are here to help you with all your elder care needs. To learn more about necessary documents, be sure to visit back with our next blog post.

Estate Lawyers in Cary NC

Remember, if you don’t have an estate plan in place or haven’t reviewed yours in several years, now might be the best time to start. Our estate lawyers in Cary NC are here to help you get your estate planning in order and ready should you pass in an untimely manner or become incapacitated at some point. It’s better to be safe than sorry when it comes to an estate plan. Contact our office.
As always, feel free to contact us at our office to schedule a consultation with if you are looking for a lawyer to represent you in other legal matters. We are here to assist you with small business needs, trademarking, copyrighting and  DWI issues.

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