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Legal and Financial Resources

Advance Directive Forms by State
Downloadable medical plan forms by state provided by AARP. Also available in Spanish. 

American Bar Association (ABA)
This website contains text of many ABA publications and information on the activities of the ABA’s Commission on Legal Problems of the Elderly. Browse the Senior Lawyers Division, ABA Section of Real Property, Trust, and Estate Law, ABA Commission on Law and Aging pages for more resources

Association for Conflict Resolution
Find a listing of local mediators on the website of the national Association for Conflict Resolution. Mediation can help resolve disputes and may sometimes be an alternative to legal action. (Click on “Membership,” then “Membership Directory,” then “Search”)

See if you qualify for programs to help pay for food, medicine, utilities, and more. Also available in Spanish. 

Caregiver Agreement
A caregiver agreement is a formal contract that states what care is to be provided and how much the caregiver will be compensated. This is a useful contract for a family or non-family caregiver.

Consumer Financial Protection Bureau (CFPB)
Managing Someone Else’s Money guidebooks for documenting a caregiver’s usage of money to decrease caregiver liability and increase accountability.

A site that offers a free and easy way to create and update your will. FreeWill costs its users nothing, but it makes its money from the charitable institutions that pay a fee for using the FreeWill service to reach out to donors.

Justice in Aging and the National Center on Law and Elder Rights (NCLER)
Justice in Aging works for access to affordable health care and economic security for older adults with limited resources. NCLER provides free case consultation assistance for attorneys and professionals seeking more information to help older adults.  It also provides legal training curricula to lawyers and aging advocates.

Legal Zoom
Legal Zoom provides forms for customizing Wills and other legal documents.

National Academy of Elder Law Attorneys (NAELA)
To find lawyers who specialize in elder care.

National Association of Attorneys General
Find a listing of state attorneys general on the website of the National Association of Attorneys General. Attorneys general can take action against consumer fraud.

National Guardianship Association
The mission of the National Guardianship Association is to provide educational training and networking opportunities for guardians; to promote the highest levels of values, standards and ethics; and to ensure a nationally recognized standard of excellence.

National Legal Resource Center 
Resource and support center for legal professionals and advocates working in aging services.

Pension Rights Center
The Pension Rights Center is the country’s only consumer organization dedicated solely to protecting and promoting the retirement security of American workers, retirees, and their families. It offers free information and legal assistance through

National Portable Medical Form for download, as well as links to state forms when applicable.

Rocket Lawyer
A site offering services designed to be easy to use and offer a simple way for people who needed help to connect with a lawyer. For a subscription fee of $40 a month, users can work through an array of personal and business legal documents on their own. If questions arise, a lawyer can provide answers online.

State Bar Associations
Locate pro bono legal services by state.

The Arc Center for Future Planning
For more than 65 years, The Arc has been supporting individuals with intellectual and/or developmental disabilities (I/DD) and their families. It’s Center for Future Planning provides assistance to guide a person with an intellectual or developmental disability (I/DD) and their family to lead a good life as independently as possible. Visit their site for toolkits, directories of professionals, and examples of plans. Also available in Spanish. 

Click to access the login or register cheese
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