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Caregiver's Handbook

Quick Guide

  • Getting Started
  • Finances
  • Legal Issues
    • Important Legal Documents
    • Wills & Trusts
    • Guardianship
    • Finding Legal Services
    • Protecting Elders' Rights
  • Health Care
  • Insurance
  • Home Care
  • Housing & Transportation
  • Staying Active
  • Caring for the Caregiver
  • Glossary
  • Download Chapter as PDF
  • Print

Legal Issues

Wills & Trusts

It is essential to have an up-to-date will and/or trust that designates financial, estate, and legal control and distribution. You and/or the elder may have few assets, but even with simple estates it is generally advisable to have an attorney create a document that will protect the elder’s wishes about her or his estate. For help in finding a lawyer to guide you through the process—sometimes at a reduced or sliding-scale fee — Finding Legal Services. Union benefits may also include free or reduced-fee legal services.

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