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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