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Building Your Financial & Legal Hive
Building Your Financial & Legal Hive
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Written by Innerhive Team
Updated over a week ago

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

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