Free tool

Power of Attorney & Decision Helper Planner

Prepare questions, document checks, trusted-helper safeguards, and professional follow-up before naming or relying on a financial or health care decision helper.

Educational information only. This is not financial, legal, or medical advice.

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Planning situation

Primary authority question

Document status

Chosen helper readiness

Financial institution or provider acceptance

Capacity, memory, or communication concern

Records and account access plan

Oversight and abuse safeguards

Professional review status

Local help status

Use this to prepare a safer decision-helper conversation.

Use broad planning answers only. Do not enter names, addresses, birth dates, Social Security numbers, Medicare numbers, account numbers, passwords, signatures, diagnoses, or private legal details.

This planner is educational and organizational only. It is not legal, medical, financial, tax, banking, insurance, benefits, or fiduciary advice. State laws vary, and personal documents should be reviewed with qualified professionals or official local resources.

Official references: CFPB managing someone else's money guides, NIA affairs-in-order checklist, NIA choosing a health care proxy, DOJ elder financial exploitation resources, Eldercare Locator.

FAQ

Do I need an account?

No. You can run the tool first. Login is only needed to save or manage results.

Are results guaranteed?

No. Results are planning estimates and should be confirmed with communities, caregivers, or licensed professionals.