SRES July 28, 2024

Age in Place Important Documents

Legal and Medical Documents for Aging in Place

Aging in place involves careful planning, and having the right legal and medical documents is crucial. Here’s a straightforward guide to essential documents you might need:

Do Not Resuscitate (DNR) Order

  • Purpose: Indicates that you do not want CPR if your heart stops or you stop breathing.
  • How to Obtain: Discuss with your doctor, have it signed by both you and your physician. Keep copies at home and with your healthcare proxy.

Durable Power of Attorney (POA) for Healthcare

  • Purpose: Designates a trusted person to make healthcare decisions on your behalf if you cannot.
  • How to Obtain: Work with an attorney to draft this document. Ensure the designated person understands your wishes.

Living Will

  • Purpose: Provides instructions about the types of medical treatment you want or do not want if you are seriously ill and unable to communicate.
  • How to Obtain: Created with an attorney’s help or through state-provided forms.

Durable Power of Attorney (POA) for Finances

  • Purpose: Authorizes someone to manage your financial affairs if you become incapacitated.
  • How to Obtain: An attorney can help draft this document to meet your state’s requirements.

Advance Healthcare Directive

  • Purpose: Combines the living will and durable power of attorney for healthcare into one document.
  • How to Obtain: Can be created with an attorney or by using state-specific forms.

HIPAA Authorization

  • Purpose: Allows your designated healthcare proxy to access your medical records and communicate with your healthcare providers.
  • How to Obtain: Forms are available from your healthcare provider or attorney.

POLST (Physician Orders for Life-Sustaining Treatment)

  • Purpose: Outlines a plan of care reflecting your wishes concerning end-of-life treatments.
  • How to Obtain: Completed with your physician and kept accessible at home.

Will or Trust

  • Purpose: Specifies how your assets should be distributed after your death and helps manage your estate.
  • How to Obtain: Consult an attorney to draft a will or set up a trust.

For a smooth transition and to support your needs for a safe and comfortable living environment, contact Megan Bell, Realtor® SRES. She specializes in helping seniors with their housing needs.

 

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