Legal Planning

WA State Comprehensive Legal and Financial Planning Resources:

WA Pro-Bono Legal Counsel

Legal and Financial Services

People with Alzheimer’s disease and their loved ones often have legal questions.

If you have been diagnosed with Alzheimer’s disease, click here for legal planning resources. Resources for caregivers are available here

Financial Planning

Stress and fear often delay financial planning when Alzheimer’s or other dementia is diagnosed. You can reduce stress by planning ahead

Putting financial plans in place now allows the person with dementia to express wishes for future care and decisions. It also gives you time to work through the issues involved in long-term care.


Abuse Prevention Tools

UNDERSTANDING STAGES OF DEMENTIA Click on this lik to learn how to identify dementia stages and to understand care requirments for each stage

Life Expectancies by Dementia Type
Dementia Type Life Expectancies
Alzheimer’s Disease 10 years following diagnosis
Vascular dementia 5 years following diagnosis
Dementia with Lewy Bodies 2 to 8 years following pronounced symptoms


Dr. Barak Gaster

UW Professor of Medicine and a Primary/Internal Medicine Doctor


Read JAMA essay about demntia goals of care conversations:

Values Checklist and Guide: My Choices Near the Ending of Life

1. Most important of all to me when thinking about end of life choices are: 

___physical comfort
___family/friends present
___maintain my dignity & integrity ___other_____________________________________________________________________

___ reflecting my values & beliefs ___recognizing family & friends ___having a say about care needs __ _able to do things I enjoy doing

___the ability to direct my life decisions ___making my own decisions

___maintaining my sense of independence ___receiving palliative (comfort) care & hospice

___relief of pain and suffering
___to die naturally at home, if possible ___live as long as possible no matter what

2. In terms of living through serious illness and the ending of life, I define quality of life as:


3. If I could choose where I would be when I am dying, I would want to be:

__ at home __ in the hospital __in the nursing home __other_________________

4. What do you think about life-sustaining treatment? This means any medication, medical procedure or device that could be used to keep you alive when you otherwise would naturally die. This would include such things as: Cardiopulmonary resuscitation (CPR), using a breathing machine, using mechanical means to maintain blood pressure and heart rate, antibiotics, getting food or water by medical device (tube feeding), and other invasive treatments. What would you want to have in each situation below?

• If you could recover sufficiently to be comfortable and active?

• If you were near death with a terminal illness?
• If your brain's thinking function were destroyed?
• If you were moderately disabled by dementia e.g. Alzheimer's Disease?

5. What are some of the other things that are important to you?

__use __don’t use __use __don’t use __use __don’t use

__use __don’t use

___ nature of care should not devastate my family
___ to be pain free and comfortable
___ my spiritual care and well being
___ to be returned to my home land after I die, that being_________________________________ ___ other_________________________________________________________________________

6. Which family and friends would help you with your care when you are unable to care for yourself?

7. Do your loved ones know your wishes, values and beliefs about end of life care? __yes __no
8. Have you talked to your doctor about these issues? __ yes __ no

__ my religious beliefs and traditions
__ after death care issues
__ to be in a comfortable peaceful setting page1image28568 Other Things to Consider Concerning My End of Life Wishes

(If you do not do this part now, it is a good idea to think about these things and complete later.)

9. I am a member of an organized church or religion? __yes __no

My specific faith, congregation or spiritual practice is ___________________________________

10. To help attend to my spiritual needs as death approaches, I would call upon:

Name(s):_________________________Relationship:___________Phone_______________ _________________________________________________________________________

11. When I am dying I would like my surroundings as follows and I would like to have with me these special possessions:

12. As I am near to the end of my life, I would like these people informed: 13. Following my death, I would like to also inform these people:

14. I have written or will write an announcement of death (obituary): ___yes ___no
15. My wishes for after-death care are for ___ natural death care _ burial ___cremation My wishes for memorial activity are as follows:

16. If I have made arrangements, the contact person/phone is_________________________

17. Other things important for someone to know about me, in the event that I become incapacitated or my death is close at hand?

18. ____________________________________ ____________________________________ (your signature/date) (optional - witness signature/date)

Please attach additional sheets if needed. When completed, copy and share this with your doctor, family and caregivers and make time for meaningful conversations in the process.

It also is important to properly complete an Advance Health Care Directive (AHCD) and distribute that to people who may need to guide your care if and when you become unable to make your wishes known and honored. When completing the AHCD, we recommend that you attach to your AHCD this completed Values Checklist and Guide (or something similar) and note in AHCD under "Special Instructions:" see Values Checklist attached. Advance Health Care Directive forms are available without charge from physicians, hospitals, social service providers, care homes and others. Permission is herein granted for you to reproduce this for individual personal use. Professionals must have permission to reproduce and use.

© 10/96, 9/08  Susan Keller, Community Network (707) 539-2364 [email protected]

IMPORTANT DOCUMENTS.  Please Print and  Complete:
About Advance-Directive

Advance-Directive Healthcare IQ

Advance-Directives FORMS, WA

Advance-Directives-Dementia FORMS, WA

Dear Family, End of Life Wishes and Directives Letter Template

Comprehensive resource for end of life decision meking in dementia

End of life: Comfort and care


Go Wish gives you an easy, even entertaining way to talk about what is most important to you. The cards help you find words to talk about what is important if you were to be living a life that may be shortened by serious illness. Playing the game with your relatives or best friends can help you learn how you can best comfort your loved ones when they need you most. Go Wish can be played by one, two or more people. Each deck has 36 cards. Thirty-five of the cards describe things that people often say are important when they are very sick or dying. The cards describe how people want to be treated, who they want near them, and what matters to them. One card is a "wild card." You can use this card to stand for something you want that isn't on any of the other cards.

To learn more please go to:

The My Health Care Wishes App

(Google Play | Apple App Store)

Imagine having your wishes and those belonging to your loved ones stored in one place, just a click away. You can carry their health care wishes on your smartphone and they can carry your wishes on theirs. If you have documented your health care wishes in any way, you don’t want them tucked away in a safety deposit box or in a file cabinet somewhere. Import and store them on your smartphone so they are there for medical decision-making anytime, anywhere. You can also include key family and medical contacts, insurance information, and any other health related information you want. Your information is protected because the data resides only on your smartphone, not on any server or cloud service. The app offers unlimited storage and management of personal and family profiles and documents, including advance directives, living wills, health care powers of attorney, DNR orders, POLST documents (Physician Orders for Life-Sustaining Treatment), and related information. It is designed to revolutionize information sharing during a medical crisis so that your advance care documents and key medical information can be conveyed as a PDF and delivered to a hospital or physician in minutes. The information is easily accessible to view, text, email, or fax no matter where you are. Always be there for each other, just in case. You will have a digital library in your hand, containing your advance care plan and those of your spouse, parents, children, and anyone you care for. Your loved ones may be away at college, in a retirement community or nursing home, working in a different city, or under the same roof. Think of it as the empowerment app that ensures that yours and your loved one’s voices can be heard when most needed.

Key Features:

  • Unlimited storage of people profiles and documents
  • Confidentiality of information is protected because the data resides only on your smartphone, not on any server or cloud service
  • Email or fax stored documents to a health care provider — be prepared in case of emergency to advocate for your loved ones, no matter where you are
  • Stores key contact information on primary and secondary proxies, and primary care physician
  • Store additional details about you and your loved ones: specialists, emergency contacts, insurance, and medical conditions
  • Click-to-call and click-to-email feature gives you an instant connection to those whose profiles you've stored
  • Sync to your DropBox account to allow for easy importing and exporting of PDF documents
  • Grabs contact information from your contacts list
  • Summary of health care wishes can be shown or sent via text, fax, or email to health care providers
  • PDF summary worksheet included for ease in collecting the information needed to customize a folder
  • Allows editing and updating documents as you age and your health status changes
  • Keeps track of document versions by date entered
  • Wallet card download available
  • ABA multi-state power of attorney toolkit PDF for use in most states
  • Resource tips and links to help you plan smart and effectively!

Local Elder Care Attorneys:

Sanders Law group:

WA Elder Law: https://www.washingtonelderlaw...

Edmonds Legal Network:

NW Elder Law:


Comprehensive state specific collection of legal planning forms and requirments for DIY enthusiasts. I however recommend to always consult an elder care attorney.

Getting Financial Help for Dementia & Alzheimer’s Care

The link above provides information about:

Financial Assistance by Source :

Helpful Forms

Click here to view and print forms for your appointment

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