Caregiving Checklist: Essential Information for Caregivers (Video)

Introduction

November is National Family Caregivers Month, a time dedicated to the 53 million Americans who provide unpaid care for their loved ones. This checklist highlights critical documents and important conversations that caregivers should be aware of to better manage their caregiving responsibilities.

Critical Legal Documents

Power of Attorney for Finances and Property

Caregivers need to ensure that a loved one has designated someone as a power of attorney for finances and property. This allows the designated person to manage legal affairs, financial matters, and property issues. Consulting with an elder law attorney or estate planning attorney is advisable to properly set up these arrangements.

Will or Living Trust

A will or living trust should be in place to clearly outline the wiManaging Medical Affairs

Health Care Power of Attorney

A separate power of attorney for health care or medical matters is necessary. This person can make medical decisions and access medical documents on behalf of the loved one if they are unable to do so.

Advanced directives, including living wills and do-not-resuscitate (DNR) orders, should be clearly outlined. These documents specify the type of medical care a person wiHIPAA Forms

Ensure that HIPAA forms at doctors’ offices list the caregiver’s name to receive medical information about the loved one.

Additional Vital Information

Marriage Certificate and Veterans Benefits

Caregivers might need documents such as a marriage certificate to access benefits, like veterans benefits, for their loved ones.

Burial Plans

Understanding the burial plans, including any prepaid arrangements, is crucial.

Important Contacts and Documents

Keep a list of vital documents and information, including deeds to property, doctor contact information, medication lists, and details of prescribed treatments.

Utilizing Support Networks

Community Resources

Caregivers often feel isolated, but it is important to recognize that millions of others are in similar situations. Engaging with support groups, such as those offered by AARP, can provide valuable advice and shared experiences.

Conclusion

Having these critical documents and conversations in place can significantly ease the stress of caregiving. Proper planning and utilizing available resources ensure caregivers are well-prepared to handle their responsibilities effectively.