Avoiding Legal & Financial Disasters in Caregiving

Suzanne FiscelIa, PA-C, BCPA / November 20, 2020


At Caregiver Haven, we talk about the 4 areas of caregiving.

Today we are going to focus on the 31 Legal & Financial Documents (below) that you need. There are so many documents every caregiver needs to keep close. In case of an emergency, this checklist is just the tip of the iceberg, but it’s a start.

In this day and age, everything seems to be “legal”.

I remember a time when it wasn’t…

When I was a little girl about 5 or 6, I would go with my Dad, a family practice doctor when he made house calls.

I always remember going to this one house.  It had a beautiful wrap-around porch and so many rocking chairs. It was in upstate New York.

Old people sat outside in the rocking chairs. 

I would have to sit with them and wait for Dad while he looked in on a patient.

They would laugh, tell jokes, speak weird languages, or read books.

I just sat their on the stairs scared.

The lady who ran the home would often invite me back to the kitchen where she had cookies or pie waiting for me. Yum-yum.

After Dad was done seeing his patient, he would come into the kitchen and also eat something.

When we got back in the car, he would say, “Don’t tell your mother I ate sweets.”

I never knew why he said that, but I never told.

Anyway, these homes were called “rest homes”.

No one had any legal papers.  No one cared who came and went.

Everyone enjoyed good home cooking and the warmth of a conversation.

All the families who had loved ones there knew each other.

The NEW Rest Home

Well, here we are today.

More and more paperwork than ever before.

Rest homes have been replaced with facilities.

Conversation has been replaced with an “activities list”.

No less than 31 people a week needed to care for one senior.

Time has disappeared as more and more duties on piled on to the front line workers.

And to make matters harder, there is the legal paperwork…

The legal jumbo-mumbo solved. 

Here is your list of 31 documents you must have in order to:

1) Give you peace-of-mind (because you have them).

2) Give to the ability to take care of your loved one in any facility or event.

So, grab your checklist here

31 Legal & Financial Documents Checklist

Make sure you have the proper ID numbers and proof that you can speak for your loved ones.

How many times have I seen someone not have the authority to help another individual because “they didn’t have the proper papers”?

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Suzanne FiscelIa, PA-C, BCPA

I know exactly what it's like to feel like you just can't keep up. Working a full-time job, raising 3 children as a single mom, and taking care of her aging mother. But after feeling lost, overwhelmed, and guilty for spreading herself too thin, I saw all her patients and their caregivers going through the same thing. I learned how to put simple systems in place to keep my life free from distractions, find free time to do the things I wanted, and enjoy my family along the way. These simple step-by-step solutions have been shared with my patients, friends, and family. They too have found organization, confidence, peace, and freedom. Now we all live the life we love while caregiving! Come join us!

Hi I'm Suzanne

And my mission is to find you practical easy-to-follow solutions for everyday caregiving. Find out more HERE.

spiral bound book 150 x 150


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