When families face decisions about estates, property, or guardianship, they look for legal guidance that instills certainty. Longevity Strategists connects aging adult legal service vendors with clients at pivotal stages of planning. Attorneys gain an entry point to families seeking trusted support to protect assets and honor long-term intentions.
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Estate matters grow urgent when families face sudden health or housing changes. Longevity Strategists links you with trusted aging resources, helping you protect client interests and strengthen your role as a steady guide through life’s most complex decisions.
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Older adults need legal services related to planning for the future and managing current issues, such as creating advance directives and wills, arranging for long-term care and public benefits, and protecting against elder abuse. Other common legal needs include assistance with housing, income security, and consumer protection.
As a legal professional, you can help clients with non-legal services by providing referrals, offering non-legal advice, or partnering with other professionals, all while navigating the ethical boundaries that govern your practice. A holistic approach to client care can improve outcomes and strengthen the attorney-client relationship by addressing the broader factors affecting your client’s life.
To determine if a client has capacity to sign legal documents, assess their ability to understand the document’s nature and consequences, their reasoning for the decision, and the consistency of the decision with their values. You should also consider their mental state by consulting medical professionals, family members, and reviewing medical records.
Answering whether your client can afford their long-term care preferences requires a comprehensive financial analysis, as the affordability depends on their specific finances and the cost, duration, and type of care they need. Providing an accurate assessment involves four key steps: calculating a realistic estimate of future costs, assessing the client’s resources, evaluating funding strategies, and factoring in the impact of inflation.
For a comprehensive assessment of a client’s physical and mental health, several types of medical and mental health professionals can work together. The most suitable professional depends on the client’s specific needs, such as managing a chronic illness, dealing with mental illness, or navigating age-related health issues.
Longevity Strategists is a human-centered app with AI supports for financial professionals to assist their older clients and their families.
Start TodayReach out today and discover how easy access to expert guidance turns uncertainty into clarity.
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