How to choose a Healthcare Power of Attorney:

• Your Guide to Choosing a Health Care Proxy, The Conversation Project https://theconversationproject.org/wp-content/uploads/2020/12ChooseAProxyGuide.pdf
• How to Select your Health Care Agent or Proxy, Tool #1 in Tool Kit for Health Care Advance Planning, Commission on Law and Aging, American Bar Association, 2020
  https://www.americanbar.org/content/dam/aba/administrative/law_aging/2020-tool-kit-hcap.pdf

The Conversation Project:

• What Matters to Me Workbook (for clients with serious illness) https://theconversationproject.org/wp-content/uploads/2020/12/WhatMattersToMeWorkbook.pdf
• Conversation Starter Guide (for clients without serious illness) https://theconversationproject.org/wp-content/uploads/2020/12/ConversationStarterGuide.pdf
  

Information Resources on Dementia:

• U.S. Dept. of Health and Human Services clearinghouse: Alzheimers.gov https://www.alzheimers.gov/
• National Institute on Aging: Alzheimer’s & Related Dementias Education and Referral (ADEAR) Center
  https://www.nia.nih.gov/health/alzheimers
• Advocacy organization: Alzheimer’s Association. https://www.alz.org/
• Commission on Law and Aging, American Bar Association https://www.americanbar.org/groups/law_aging/

A Sample of Dementia Directives:

• Dartmouth Dementia Directive https://sites.dartmouth.edu/dementiadirective/
• Dementia-Directives.org. Barak Gaster MD, https://dementia-directive.org
• Alzheimer’s Disease/Dementia Mental Health Advance Directive. End of Life Washington https://endoflifewa.org/tools-for-planning/dementia-directives/
• My Instructions for Oral Feeding and Drinking, End of Life Washington https://endoflifewa.org/wp-content/uploads/2020/10/My-Instructions-for-Oral-Feeding-and-Drinking-Combined-About-and-Document-Oct-2020.pdf
• Dementia Provision (Advance Directive Addendum), Compassion & Choices, https://compassionandchoices.org/docs/default-source/default-document-library/dementia-provision-only-final-6-29-20-pdf.pdf
• Caring Advocates (Stanley Terman MD) http://caringadvocates.org/
  

Driving and Advance Driving Directives:

• Dana Sparks, Alzheimer’s and dementia: When to stop driving, Mayo Clinic News Network, Nov. 12, 2019.
  https://newsnetwork.mayoclinic.org/discussion/alzheimers-and-dementia-when-to-stop-driving/
• Randi Siegel, Introducing the “Advance Driving Directive” (a/k/a: Who Should Talk with Client about Hanging Up the Car Keys?), Am. Academy of Estate Planning Attorneys, Oct. 2013.https://www.aaepa.com/2013/10/introducing-advance-driving-directive-aka-talk-client-hanging-car-ke

Locating Assets:

• MIB.com:  This website provides life insurance applications made after January 1, 1996. The search results do not indicate whether any life insurance was ever issued or actually in force at the decedent’s death.  However, it will give you names of insurance companies where the decedent might have life insurance policies, so it narrows down the field.  You can contact those companies to inquire whether a policy exists, if any benefits are payable, and the persons who are the beneficiaries of that policy.  If no beneficiaries are alive, then the proceeds are an asset of the decedent’s estate and must go through probate.

• PBGC.gov/search-unclaimed-pensions: This website provides information for unclaimed pension benefits.

• Unclaimedretirementbenefits.com:  This website provides information for unclaimed retirement accounts.

• Missingmoney.com:  This website provides information for any lost funds nationwide.

• FLTreasurehunt.gov:  This website provides information on funds specifically in F1orida.

• USA.gov/unclaimed-money:  This website allows you to search for unclaimed federal funds.

• Insurance.VA.gov/UnclaimedFunds:  This website provides information regarding unclaimed veterans’ benefits.

• Treasuryhunt.gov:  This website provides information regarding matured uncashed savings bonds and missing payments on other securities