If you are helping a loved one that has recently been diagnosed with Alzheimer’s prepare their Last Will and Testament, the volume of information your elder law attorney asks for may be overwhelming. Before you visit your attorney, use this list to help you be as prepared as possible, and hopefully relieve a little of the stress from the day.
- Financial documents that show the value of your loved one’s house, pension, cars, bank accounts and other financial accounts
- A list of what friends and family members your loved one want to leave assets to, and details on any charities to which he or she plans to donate assets
- Determine who will be the executor, or the person who will be responsible for carrying out the will when necessary
Remember that changes can be made to the will with the addition of a codicil to the original will. However, changes cannot be made to the will once your loved one is considered to no longer be of sound mind and memory.
Once the will is completed and signed, make sure that someone outside of your loved one has access to it.
