{ Banner Image }

Elder Law & Estate Planning Resources

Foster Swift has prepared more content that ranges from a glossary of estate planning terms, to spotting financial elder abuse. Please reach out to an attorney with further questions or to better understand what an elder law attorney can do for you and your family.

Survivor's Checklist:

Due to the shock of the death of a spouse or a loved one, the steps of what needs to be done first can be an overwhelming process for the survivor(s). To aid in the breakdown and to act as a tool amidst the emotional days ahead, estate planning Jonathan "Jay" David has assembled a "Survivor's Checklist" of some of the important things that need to be addressed when a spouse or loved one dies.

Resources and Support for Older Adults Living Alone: A Comprehensive Guide (2024):

Below is a comprehensive guide of resources for older adults living alone, empowering them to thrive independently and access essential services. This guide was created and provided with permission by the National Council on Aging (NCOA).

Resources and Support for Older Adults Living Alone: A Comprehensive Guide (2024) (ncoa.org)

Elder Organizer Tool:

Foster Swift has created a free ‘Elder Organizer’ digital notebook to provide seniors and their caretakers with a toolkit that helps organize doctors’ appointments, medications, and more that can be shared online. The tools below are also available on the Elder Law Blog at mielderlawblog.com.

*For those trying to access these links by smartphone, it is best practice to copy/open the link in a separate tab and download the free Google Sheets app from Google Play or the Apple Store.

Using the Elder Law Organizer
Medication & Appointments Button
Visitor Log & Photos/Media Button
Private Care Schedule Button

COVID-19 Checklist for Caregivers of Seniors:

For adult children responsible for their elderly parents and other senior caretakers concerned about protecting loved ones as the COVID-19 pandemic continues, below is a free downloadable checklist of steps to follow to prepare for any possible COVID-19-related illnesses among the most vulnerable. 





Estate Planning: You Have to Start in Order to Finish

Elder Law and Estate Planning Glossary Terms

  • Assisted Living A housing facility for those with disabilities or that can no longer live independently; also provides assistance with personal, daily activities
  • Conservator A guardian or protector that is appointed by the court to manage the financial affairs of another

View more glossary terms here.

Estate Planning E-Book

Estate Planning Cover