Tips For Long Distance Caregivers

by Robert Slutsky on Feb. 15, 2018

Civil & Human Rights Elder Law 

Summary: What if there is a problem and you are not around the corner to help? Being a long distance caregiver for an elderly or disabled loved one is tough.

Here are some tips for long distance caregivers:

  • Hire a local care manager.
  • Create a Contact List. Put together a contact list of medical providers, insurance and financial advisors, accountant, friends, neighbors, and church people who you can reach in the event of an emergency.
  • Collect Medical Information. Establish online access to medical records, medical conditions and treatments, including a listing of medications and dosages.
  • Set up regular home delivery of prescriptions.
  • Collect Financial Information. Make copies of financial statements, including bank and credit card statements, retirement account statements, and recurring bills. Establish online access to banking and credit card accounts and watch for any unusual or fraudulent activities.  Collect the names, phone numbers and account numbers for her utilities, phone, and cable/internet suppliers.
  • Set up Auto Payment for recurring bills where possible. Such payments can usually be set up to be made from a care recipient’s checking account or credit card.
  • Document Power of Attorney Authority at Financial Institutions. Establish power of attorney with financial institutions before a crisis. Some will require in house forms created by the financial institutions to avoid later delays or issues. Order a separate book of checks to pay bills if your loved one becomes unable to do so.
  • Collect Tax Information. We made copies of the most recent year’s federal, state, local and real estate tax returns. Gather the information required to make future estimated and other tax payments if that becomes necessary.
  • Establish HIPAA privacy disclosure authority for health information. Provide healthcare POA to medical providers and medical insurance to allow disclosure of protected health information to designated family members.
  • Collect Insurance Information. Document insurance coverages and copies of policy numbers and company contact information.
  • Establish relationships with financial, legal, accounting and other professionals, vendors, and even friends.
  • Retain a local elder law attorney.

Legal Articles Additional Disclaimer

Lawyer.com is not a law firm and does not offer legal advice. Content posted on Lawyer.com is the sole responsibility of the person from whom such content originated and is not reviewed or commented on by Lawyer.com. The application of law to any set of facts is a highly specialized skill, practiced by lawyers and often dependent on jurisdiction. Content on the site of a legal nature may or may not be accurate for a particular state or jurisdiction and may largely depend on specific circumstances surrounding individual cases, which may or may not be consistent with your circumstances or may no longer be up-to-date to the extent that laws have changed since posting. Legal articles therefore are for review as general research and for use in helping to gauge a lawyer's expertise on a matter. If you are seeking specific legal advice, Lawyer.com recommends that you contact a lawyer to review your specific issues. See Lawyer.com's full Terms of Use for more information.