Case folder

At Grosse Pointe Manor Nursing and Rehabilitation Center, we recommend you start organizing by compiling the case folder. This is where you collect all the information you should have available to administer your loved one’s case. It’s a comprehensive tool, and the organizing time you invest upfront will pay off over and over again. Create a binder, divide into sections with tabs, and include the checklists and documents described below. Keep this folder on your desk when you’re at home, and bring it with you when you meet with doctors, social workers, and attorneys. You can use a 3-inch ring binder with pocket inserts, or an accordion folder.

Confer with an attorney

To obtain existing legal and estate planning documents, consult with your loved one's attorney first. If these documents need to be written, confer with the family attorney or an elder law specialist, depending on the loved one's competency and the complexity of the situation.  Guidelines and simple standardized forms can also be obtained through various state resources. Here's a link for advanced directive/DNR, healthcare power of attorney, and related forms for Illinois.