Legal & Documentation Support
We don't practice law — but we make sure the critical legal documents every family needs are tracked, organized, and flagged for professional review when gaps appear.
Administrative Support Only — Not Legal Advice
We track, organize, and flag documents. We do not draft legal documents, interpret the law, or provide legal advice. When we identify a gap, we recommend consulting a qualified elder law attorney. Think of us as your organized, proactive document manager — not your lawyer.
What We Handle
The Documents That Matter — Organized and Tracked
Most families don't know what they're missing until it's too late. We make sure the paperwork is in order before a crisis forces the issue.
POA, Healthcare Proxy & Advance Directive Tracking
We maintain a clear inventory of which documents exist, which are missing, and when each was last updated — so you know exactly where you stand.
- Durable Power of Attorney (financial) status tracking
- Healthcare Power of Attorney / Healthcare Proxy verification
- Advance Directive & Living Will document inventory
- Expiration & review-date monitoring
- State-specific requirement awareness & flagging
Proactive Attorney Consultation Flagging
We don't wait for a crisis to surface gaps. When we identify a missing or outdated document, we flag it with clear guidance on what kind of attorney to consult.
- Gap analysis: what's missing vs. what's recommended
- Specific attorney-type recommendations (elder law, estate planning)
- Timeline urgency ratings for each flagged item
- Coordination with your chosen attorney once retained
Central Document & Records Binder
Every critical document — medical, legal, insurance, financial — organized in one secure, accessible digital binder that authorized family members can reference anytime.
- Secure digital document repository with role-based access
- Categorized organization: medical, legal, insurance, financial
- Document upload & scanning assistance coordination
- Quick-access summaries for emergency situations
- Annual document review & refresh reminders
The Essential Checklist
Does Your Parent Have All of These?
Most families answer "no" to at least two. We help you get to "yes" on all of them.
Durable Power of Attorney (Financial)
Authorizes someone to manage finances if your parent becomes incapacitated.
Healthcare Power of Attorney / Proxy
Designates who can make medical decisions when your parent cannot.
Living Will / Advance Directive
Specifies end-of-life care preferences in writing.
HIPAA Authorization
Allows healthcare providers to share information with designated family members.
Last Will & Testament
Directs how assets should be distributed.
POLST / MOLST Form
Portable medical orders for seriously ill or frail patients (state-specific).
Long-Term Care Insurance Policy
Documentation of coverage, benefits, and claim procedures.
Medicare/Medicaid Cards & Summary of Benefits
Current cards and most recent plan documentation.
Don't Wait for a Crisis to Find the Gaps
We'll help you get organized now — so when decisions need to be made, the paperwork is ready and your family is prepared.