How to Help Seniors with Estate Planning

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How to Plan a Senior's Estate in Fort Myers, FL

Estate planning is something that should be taken care of well ahead of any life-altering illness or injury occurring. Sometimes, this type of planning requires gentle reminders to ensure seniors aren’t putting things off to their own detriment. The Fort Myers elder care experts at Home Care Assistance suggest several ways you can help your elderly loved one with this Estate planning is something that should be taken care of well ahead of any life-process.

Offer to Help Find the Right Lawyer or Financial Advisor

This can be a challenging process, especially if your loved one attempts to handle it alone. Finding a reputable financial advisor and elder law attorney can be an effective way to make seniors more proactive about planning this important part of their lives. With this assistance, your loved one can ensure all required documents are filled out and recorded properly.

Make an Estate Planning Checklist

Estate planning shouldn’t be overwhelming. Creating a checklist for your loved one that breaks estate planning down into a series of manageable items can help everything seem less daunting. A good checklist will include:

  • A living will or advance healthcare directive
  • A durable power of attorney
  • A final will and testament
  • A review of beneficiary forms

Lighten the Mood

Making decisions about end of life and after death care can be depressing. It often makes seniors confront their own mortality in ways they may not be ready for. Plan a fun, lively activity you and your loved one can engage in after the work is done. This can brighten your loved one’s spirits after hours of planning and introspection.

Schedule Reminders to Review Documents

Some seniors already have their wills, advanced directives, and other important, documents in place. If this sounds like your loved one, it is still important to have these documents reviewed and revised every few years. Anytime there’s a significant change in assets or after death preferences, estate documents may need to be altered to reflect these changes.

Many seniors begin their estate planning after being diagnosed with a serious illness or experiencing a major injury. Does an illness or injury prevent your loved one from completing important daily tasks? Reach out to Home Care Assistance for part-time and 24-hour home care Fort Myers families have confidence in. Our caregivers can help with a wide variety of tasks, from cooking and cleaning to transportation and medication reminders. For more information, call one of our knowledgeable Care Managers at (239) 449-4701. We hope to hear from you soon.


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