Innerhive’s Financial & Legal care category is a dedicated space to organize key aspects of wellness coverage, as well as “what if” and future planning. The Financial & Legal category helps you keep track of things like insurance, government programs, and, depending on whose care map it is, organizing notes related to guardianship, wills, attorneys, and even estate or end of life planning.
Below are some examples of some common types of support members you might add to your Financial & Legal category, depending on who you are caring for.
For Caregivers of Aging Parents
Financial Planner or Fiduciary: Offers expertise in retirement planning, financial management, and long-term care funding
Estate Planning Attorney: Assists with drafting wills, trust, and power of attorney
Medicare/Medicaid Advisor: Provides guidance on navigating Medicare and Medicaid benefits and eligibility
Long-Term Care Agent: Aids in selecting and managing long-term care insurance policies and procedure
Social Security Administrator: Assists with Social Security eligibility, benefits, and retirement planning
For Caregivers of Children with Medical Complexities
Special Education Attorney: Advocates for children with disabilities in educational settings
Pediatric Financial Planner or Fiduciary: Offers financial planning tailored to the unique needs of families navigating medical complexity
Medicaid Case Worker: Helps organize and understand Medicaid benefits and coverage for children with disabilities
Estate Planning Attorney: Assists in creating special needs trusts and guardianship arrangements
Supplemental Security Income (SSI) Representative: Helps with SSI benefits and eligibility for children with disabilities