Action Resources:  Advance Care, Legal and Financial Planning

ACT’s Dementia Friendly Legal Services tips and best practices handout provides an overview of dementia, Alzheimer’s 10 warning signs and ways to interact with clients with dementia.  Handout includes resources for assessing a client’s capacity, actions that empower a person with diminishing capacity and being dementia supportive in practicing health care and financial management.  View handout.

Advance Care Planning 

Minnesota Health Care Directive Provides a toolkit for understanding and completing health care directives, includes the legal form and an instruction worksheet.

Honoring Choices Minnesota Offers resources to start advance care planning conversations in your family, faith, cultural or community group. Includes video, text and web-links to support these conversations.

Five Wishes This living will helps people express how they want to be treated if they are seriously ill and unable to speak for themselves. It deals with all of a person's needs: medical, personal, emotional and spiritual. Five Wishes is available in print, online, and in 26 languages and Braille. 

Probate and Planning:  A Guide to Planning for the Future Addresses wills, the probate process, living trusts, conservatorships, powers of attorney and health care directives. 

Legal and Financial

Making Your Workplace Dementia Friendly:  Information for Legal Professionals

Legal Issues and Alzheimer’s - Working with People with Dementia and Assessing Client Capacity Webinar hosted by American Bar Association and Administration for Community Living.

Assessment of Older Adults with Diminished Capacity:  A Handbook for Lawyers American Bar Association and American Psychological Association offer ideas for effective practices and makes suggestions for attorneys who wish to balance the competing goals of autonomy and protection as they confront the challenges of working with older adults with diminished capacity. 

Making Your Workplace Dementia Friendly:  Information for Financial Professionals

Advisory’s Guide to Financial Planning in the Shadow of Dementia Guide serves as a framework for advisors to help clients and families dealing with Alzheimer’s disease and dementia.

Dementia Friendly Financial Services Charter Helps financial services organizations recognize, understand and respond to the needs of customers living with dementia and their carers.

Is it Dementia? Short films for staff working in transportation, retail, banking, correctional services, emergency services and fire services.

Advance Health Care and Financial Planning for Person’s with Alzheimer’s Webinar hosted by American Bar Association and Administration for Community Living.

Considerations for Working with Seniors:  Diminishing Capacity and Suspected Financial Abuse Financial Industry Regulatory Authority podcast discusses the sensitive issues of working with customers who show signs of diminishing mental capacity and responding to suspected financial abuse.

Protecting Older Adults From Financial Exploitation

Fraud Protection Toolkit:  Protecting the Elderly and Vulnerable from Financial Fraud and Exploitation Provides information to support the implementation or improvement of a financial institution program for education and awareness about abuse of vulnerable adults.

Minnesota Adult Protection Learn the definitions of a vulnerable adult and how to report suspected maltreatment.

Start your search for resources by checking out what's available in your local community.

Senior LinkAge Line 1-800-333-2433 A One Stop Shop for Minnesota Seniors www, Navigate Minnesota's Land of Over 10,000 Helping Agencies Alzheimer's Association