Financial Planning for Family Caregivers

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Questions to Ask an Elder Law Attorney

1. How much do you charge? Is there a retainer? Do you provide an initial free consultation?

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2. What is your level of experience dealing with situations like mine?

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3. What information should I prepare or bring to our first meeting?

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4. How long will it take to handle our situation?

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5. Will you be handling this matter yourself or will you be passing this on to another attorney?

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6. What documents do you recommend that I have in place to deal with my loved ones' healthcare issues?


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7. What documents do you recommend that I have in place in order to control my parents’ finances?

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8. Are there any specific issues I should be aware of because I live in/my loved ones live in  _______ (name of your state) ?

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9. Do I need my loved one(s) present when we talk?

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10. In my state, can I prepare any of my own documents or the documents for a loved one such as a will, living will or other papers?

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11. My loved ones are moving to another state. Are their existing documents still valid or do we need to change them?

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Toolkit

  • Advocacy Organizations Providing Direct Support
  • Download a Check List of Documents You'll Need
  • Financial Planning Calculators
  • Glossary of Financial Terms
  • Locating Benefits
  • Locating Food Assistance
  • Locating Free or Subsidized Health Care Services and Prescription Medications
  • Locating Insurance Information and Assistance
  • Many Thanks to our Advisors
  • Questions to Ask an Elder Law Attorney
  • Sources for Financial and Legal Information and Assistance

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