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Why Legal Planning Matters

Written by Caregiven Team | 6/6/24 11:40 AM

As a caregiver, daily responsibilities may already be overwhelming. From addressing basic needs to making difficult medical decisions, your plate is full. 

Handling legal affairs in addition to everything else can increase the emotional toll. If securing documents such as wills and healthcare directives leaves you mentally drained before you've even begun, you're not alone.

Key Legal Documents Defined

Taking proactive legal steps protects the dignity of the person you're caring for and ensures their voice is always honored. With the appropriate support, organizing vital affairs is more manageable than you might think. Having legal wishes properly documented provides immense relief and reassurance.

  • Wills outline how assets and property should be distributed after one passes away. An updated will ensures a person’s final wishes are clearly stated.
  • Power of Attorney documents appoint a trusted individual to make legal and financial decisions should one become unable to do so on their own. As a caregiver, being correctly assigned this role may prove essential.
  • Advance Healthcare Directives provide instructions regarding preferences for future medical care if one is no longer capable of making decisions. These guidelines alleviate tremendous burdens during extremely difficult situations.

Don't Let Misconceptions Delay Legal Planning

Many caregivers assume that legal preparation is too costly or complicated to consider. However, delaying only increases risks of stress down the road — conflicts, regrets, and painful what-ifs — which could have been prevented.

Consider a scenario: Your care recipient’s cognitive abilities are declining, but you procrastinated on documenting their legal affairs and wishes. Suddenly, uncertainty arises around managing that person's finances, living situation, and medical care. Disagreements emerge among those involved during an already emotionally intense time. With proper legal preparation addressed, painful conflicts could have been avoided.

While navigating legalities is challenging, you don't need to face it alone or create financial strain. Many trusted organizations like the American Bar Association and National Academy of Elder Law Attorneys provide free or low-cost legal aid resources specifically for caregivers. Experienced legal professionals are available to offer circumstantial guidance, and people in your Care Circle will provide invaluable emotional support.

Don't let misguided assumptions derail planning. Attentiveness regarding legal arrangements is a tribute to the care recipient and shields family as well as others involved from preventable strife. With appropriate resources and a support network, vital affairs are entirely manageable.

Be Patient and Compassionate with Yourself

Discussing and documenting legal issues is extraordinarily difficult because impactful decisions are required during a period of profound emotional turmoil. Feelings of guilt, doubt, and overwhelm are perfectly valid. Remember, even small legal tasks addressed today can ease future burdens. Competent guidance will sustain your progress.

Here are some practical steps you can pursue immediately:

  1. Make a list of your specific legal planning priorities.
  2. Discuss your wishes and concerns with trusted care team members.
  3. Research and shortlist 2-3 potential legal providers.
  4. Schedule consultations to determine which legal provider is best suited.
  5. Create files to store and organize legal documents.

Coordinating legal affairs may seem daunting, but it's truly an empowering act - one that ultimately provides reassurance for everyone involved in the journey ahead. 

More Legal Caregiving Topics and Tips

In a separate blog, we dive deeper into the five essential legal documents which should be familiar to every caregiver. We’ll also share insights for self-compassionately navigating the legal documentation process and its associated emotional hurdles. We invite your subscription to our newsletter and exploration of how Caregiven offers support via the app.