Legal Planning: Documents Your Senior Relative Should Have
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New Hanover, Pender, Brunswick Counties and parts of the Surrounding Counties
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Legal Planning: Documents Your Senior Relative Should Have

Legal planning is an essential process but often overlooked aspect of care when it comes to our elderly loved ones. As complex and overwhelming as it may seem, having the right legal documents in place for senior relatives is a critical step to safeguard their interests and ensure their wishes are acknowledged.

Whether you're a family member, a caregiver, or just someone looking out for their senior loved ones, this information will get you on the right track for document preparation and organization. 

The Value of Legal Planning for Seniors

Legal planning becomes increasingly important as your relatives age. This process ensures that they respect their wishes regarding their assets, health care, and overall affairs. It gives a roadmap to family and healthcare providers in cases where your senior relative is unable to make decisions due to illness or incapacity. Beyond that, having these essential documents in place provides peace of mind, preventing disputes and confusion during challenging times.

Key Legal Documents for Seniors

Where do you start, and what paperwork do you need? Here are the foundational documents your loved one should have readily available: 

Will

A Will, also known as a "last will," is a legal document that outlines your loved one's wishes regarding the distribution of their property and the care of any minor children after their demise. Having a will in place ensures that they distribute their assets according to their wishes, not the state's plan. To organize a will, we recommend you and your loved one consult with an experienced attorney who can ensure all the legal requirements are met. 

Power of Attorney

Another important document is the Power of Attorney (POA). This document allows your senior relative to appoint someone they trust to handle financial or property affairs if they become unable to do so. Having a POA ensures that their financial matters are taken care of promptly and according to their wishes. North Carolina has several forms available for establishing a POA. Consult with a local attorney to make sure you're following the correct procedures.

Advanced Healthcare Directive

An Advanced Health Care Directive (AHCD), also known as a "living will," is a state-specific document that details your loved one's medical treatment preferences should they become unable to voice those decisions. It may also designate someone to make healthcare decisions on their behalf. An AHCD can address issues like resuscitation, desired quality of life, and end-of-life treatments. A healthcare provider or an attorney can also guide you through the process of creating an AHCD.

Other Relevant Legal Forms for Seniors

Multiple other legal forms may be beneficial for senior legal planning, including: 

  • A living trust
  • Deeds to property
  • Titles to vehicles
  • Beneficiary designations on life insurance policies and retirement accounts

These documents can provide additional ways for seniors to control their property and assets. Each has its unique purpose and process. It's advisable to consult with a legal professional to ensure the right forms are in place.

The Role of Legal Professionals in Legal Planning for Seniors

Attorneys play an important role in the legal planning process. They can provide expert advice on necessary documents and ensure that they are correctly drafted and filed. Locate a trusted attorney specializing in elder law who can navigate you through this process and help you ensure that your senior loved one's rights and wishes are respected.

Trust Senior Helpers Wilmington for Elder Care

If your senior loved one lives in the New Hanover, Pender, Brunswick, or Wilmington areas and could benefit from in-home care and companionship, contact us at Senior Helpers Wilmington. Whether you need our assistance now or you're planning for future needs, we're happy to discuss your options from our comprehensive services.