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Power of Attorney, Guardianship & Elder Law Help

Before a move, someone usually needs the legal authority to sign admission papers, talk to doctors and manage money. Getting these documents in place while your parent can still sign them is far easier than going to court later.

Rules and phone numbers differ by state.Open your state's guide for the local version.

Legal paperwork and planning resources (11)

NAELA Find an Elder Law Attorney

National Academy of Elder Law Attorneys (NAELA)

Paid service

NAELA is the professional association of attorneys who focus on legal issues of older adults, such as Medicaid planning, powers of attorney, guardianship and long-term care. Its free directory lets you search members by ZIP code.

When to use it: Use when you need a private attorney for Medicaid planning, powers of attorney, guardianship or a facility contract.

Searching is free but attorneys charge fees; ask about costs up front.

LawHelp.org

Pro Bono Net

Free

Free legal rights information, court forms, self-help tools and referrals to nonprofit legal aid in every state and territory.

When to use it: Use to find your state's free legal help guides and forms, or a nonprofit legal aid office.

Free State-Specific Advance Directive Forms (CaringInfo)

CaringInfo, a program of the National Alliance for Care at Home

Free

Free, fillable advance directive forms and instructions for every state, including each state's witness and notary rules. These documents name a health care agent and record your parent's treatment wishes.

When to use it: Use now, while your parent can still make and sign their own decisions.

Your parent must have the mental capacity to sign; if that is in doubt, talk to an elder law attorney.

Managing Someone Else's Money Guides

Consumer Financial Protection Bureau (CFPB)

Free

Free plain-language guides for people handling an older adult's money: agents under a power of attorney, court-appointed guardians or conservators, trustees, and government fiduciaries such as Social Security representative payees and VA fiduciaries.

When to use it: Read as soon as you start paying your parent's bills or signing for them, so you know your legal duties.

Keep your parent's money separate from yours and keep records of every transaction.

Help for Agents Under a Power of Attorney (CFPB Guide)

Consumer Financial Protection Bureau (CFPB)

Free

A free CFPB guide explaining what you must and must not do when you are named as an agent in a financial power of attorney, and how to spot scams and exploitation.

When to use it: Read when a power of attorney names you and you begin to act for your parent.

Help for Court-Appointed Guardians of Property (CFPB Guide)

Consumer Financial Protection Bureau (CFPB)

Free

A free CFPB guide for people appointed by a court as guardian of property or conservator, covering duties, record keeping and protecting against fraud.

When to use it: Read if a court appoints you as your parent's guardian or conservator.

Social Security Representative Payee Program

Social Security Administration

Free

If your parent cannot manage their Social Security or SSI, SSA can appoint a representative payee, usually a family member, to receive and manage the payments for them. A power of attorney does not give you this authority; you must apply separately, usually in person, using form SSA-11.

When to use it: Use when your parent can no longer handle their Social Security check or it needs to go toward facility costs.

A power of attorney is not accepted for Social Security payments; you must be appointed as payee.

Business days (TTY 1-800-325-0778)

VA Fiduciary Program

U.S. Department of Veterans Affairs

Free

When a veteran or survivor cannot manage VA benefits because of injury, illness or age, VA can appoint a fiduciary, often a family member, after background checks and interviews. Families can ask the Fiduciary Hub to start this process.

When to use it: Use when a veteran parent can no longer manage VA benefit payments.

VA decides incompetency only with medical evidence or a court ruling.

ABA Health Care Decision-Making Resources

American Bar Association Commission on Law and Aging

Free

Free consumer tools including the Tool Kit for Health Care Advance Planning, a sample HIPAA form that lets doctors share information with family, and a guide to legal tools such as powers of attorney and living wills.

When to use it: Use when helping your parent think through health care wishes and choose who will speak for them.

Legal paperwork and planning help in your state

Go deeper: our guides on legal paperwork and planning

Where do I start?A step-by-step plan for your stateHow will we pay?Every way to pay, with this year's limitsChecklistsHospital discharge to moving dayGlossaryThe jargon, in plain English

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