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Crisis Management

Crisis Action Planner

Does an Elderly Loved One Need Immediate Help? ​

When something happens that leaves you concerned about your loved one’s health or safety, it can create a crisis for the whole family.  
You don’t have to struggle alone.  

Plan Your Next Move with Crisis Action Planner

What should we do next?” It’s a common question for families in crisis. Life Point Law’s Crisis Action Planner can help you answer this question.

Here’s how to use the Crisis Action Planner:

  1. Review the list of common elder care issues below.
  2. Click on the statement that best describes your situation.
  3. View the list of recommended actions, including links to helpful outside resources.


Health Related Issues:

  1. First, contact the agent(s) named in the Health Care and Financial Powers of Attorney if it is not you. 
  2. Speak with your loved one’s primary care physician (PCP), if you have authorization to do so, about the severity of symptoms, expectation of future symptoms, and generally a better understanding of what your loved one is facing. 
  3. Either contact a Geriatric Care Manager (GCM) for assistance forming a plan of care. Or, contact the loved one’s attorney if they have one or an Elder Law Attorney, if they did not. 
  1. First, contact the agent(s) named in the Health Care and Financial Powers of Attorney if it is not you. 
  2. Then, get them in to see their Primary Care Physician for a checkup and diagnosis. 
  3. Either contact a Geriatric Care Manager (GCM) for assistance forming a plan of care. Or, contact the loved one’s attorney if they have one or an Elder Law Attorney, if they did not. 


Housing Related Issues:

  1. First, contact the agent(s) named in the Health Care and Financial Powers of Attorney if it is not you.
  2. Contact a Geriatric Care Manager (GCM) or an Elder Law Attorney.
  3. Become familiar with the various options for senior housing. A placement specialist can provide valuable advice and arrage tours of common senior housing options:
    • Continuing Care Retirement Communities (aka Life Plan Communities)
    • Senior Living Communities (aka Retirement Communities)
    • Assisted Living Facilities
    • Memory Care Facilites
    • Residential Care Homes (aka Adult Family Homes)
    • Skilled Nursing Facilities (aka Nursing Homes and/or Rehabilitation Centers)
  4. Discuss the advantages and disadvantages of each with the GCM and/or attorney, including a discussion about whether or not you should be looking at options that will accept Medicaid. 
  1. First, contact the agent(s) named in the Health Care and Financial Powers of Attorney if it is not you.
  2. Contact an elder law attorney, who will work with you and a Geriatric Care Manager (GCM) to form a plan and get your loved one home (if it is possible to do so).
  3. If it is determined that home is not a realistic goal, see the bullet point above ~ “If a loved one’s care needs cannot be safely addressed at home.” 


Financial Related Issues:

  1. First, contact the agent(s) named in the Health Care and Financial Powers of Attorney if it is not you.
  2. Obtain, if possible, documentation of all assets, income, and expenses for the loved one (if they have an accountant, that person may be the best place to start).
  3. Consult with an Elder Law Attorney regarding your loved ones options for obtaining Veteran’s benefits and/or Medicaid benefits.
  4. Consult with a Geriatric Care Manager (GCM) to verify that the level of care and the cost of care are appropriate for your loved one’s needs, and to find alternative care if they are not.
  1. First, contact the agent(s) named in the Health Care and Financial Powers of Attorney if it is not you.
  2. Obtain, if possible, documentation of all assets, income, and expenses for the loved one (if they have an accountant, that person may be the best place to start).
  3. Consult with an Elder Law or Estate Planning Attorney regarding your loved ones options for readying their estate to best allow quick eligibility for Veteran’s benefits and/or Medicaid benefits when the need arises.  


Legal Related Issues:

  1. First, attempt to locate the original Will of the loved one.
  2. Contact the named Personal Representative (PR), if it is not you.
  3. If your deceased loved one or the PR have an attorney, update the attorney of the situation and consult with them regarding next steps.
  4. If they do not have an attorney, or the attorney does not handle issues of probate, contact an Elder Law Attorney, who will walk you through the process of handling the estate. 
  1. Contact the person who is most likely to administer the estate, if it is not you.
  2. If your deceased loved one or the anticipated administrator have an attorney, update the attorney of the situation and consult with them regarding next steps.
  3. If they do not have an attorney, or the attorney does not handle issues of probate, contact an Elder Law Attorney, who will walk you through the process of handling the estate. 
  1. Obtain as much documentation of your loved one’s situation as possible to show their inability to care for themselves.
  2. Contact an Elder Law Attorney, who does not already represent your loved one, to learn more about filing for a Guardianship.
  1. Obtain as much documentation of your loved one’s situation as possible to show the abuse/neglect of the named agent.
  2. Contact an Elder Law Attorney, who does not already represent your loved one or their agent, to learn more about filing for a Guardianship and/or a Vulnerable Adult Protection Order (VAPO) and subsequent Guardianship. 
  1. Obtain as much documentation of your loved one’s situation as possible to show the abuse/neglect of the named agent.
  2. Contact an Elder Law Attorney, who does not already represent your loved one or their agent, to learn more about filing a Vulnerable Adult Protection Order (VAPO). 
  1. Obtain, if possible, documentation of all assets, income, and expenses for the loved one (if they have an accountant, that person may be the best place to start).
  2. Obtain, if possible documentation of current health concerns.
  3. Obtain, if possible, a list of all professionals that work with your loved one (doctors, accountants, financial planners, attorneys, care givers, etc.).
  4. Contact an Elder Law or Estate Planning Attorney to prepare documents that take future health, housing, and financial needs into consideration. 

Questions? Need More Help? 
Are you wondering if this is the right service for you? Call Life Point Law at (253) 838-3454 to schedule an appointment with one of our compassionate Elder Law Attorneys. We have helped thousands of families manage these challenging situations. We can help you, too.

Or – Schedule a consultation time below to meet with an Elder Law Attorney. 

To see appointments for all our services, let us know if you are a New or Existing Client