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Overview of Medical, Legal, and Financial Planning Documents

Medical Document How It Is Used
Describes and instructs how the person wants end-of-life
Living Will
health care managed
Durable Power of Attorney for Gives a designated person the authority to make health
Health Care care decisions on behalf of the person with Alzheimer’s
Instructs health care professionals not to perform CPR in case
Do Not Resuscitate Form
of stopped heart or stopped breathing
Legal/Financial Document How It Is Used
Indicates how a person’s assets and estate will be distributed
Will
among beneficiaries after his/her death
Durable Power of Attorney for Gives a designated person the authority to make
Finances legal/financial decisions on behalf of the person with
Gives a designated person (trustee) the authority to hold
Living Trust
and distribute property and funds for the person with

Information adapted from the NationalInstituteonAging, partoftheNationalInstitutesofHealth www.nia.nih.gov
Reviewed by Alzheimer’s LA January 2016 | NIH July 2012

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