Step 11: Meet with Your Estate Planning Attorney – Align Legal Plans with Life Changes

As you prepare for a potential move—whether to a smaller home, a more accessible space, or a senior living community—it’s essential to ensure your legal documents reflect your current wishes and future needs.

Meeting with your estate planning attorney is a critical step in this journey. This isn’t just about updating paperwork—it’s about protecting your future and giving your loved ones clarity and peace of mind.

Here’s what to cover during your meeting:

• Review and update key documents, including your will or trust, powers of attorney (for healthcare and finances), and advance healthcare directives.
• Ensure your documents reflect your current preferences for medical care, end-of-life decisions, and who will act on your behalf if needed.
• Discuss asset protection strategies, especially if long-term care or Medicaid planning may be part of your future.
• Coordinate your estate plan with your financial plan, ensuring everything from beneficiary designations to property titles is aligned with your goals.

💡 Tip: Bring a summary of your current housing and care plans to help your attorney tailor their advice to your evolving needs.

This step ensures your legal affairs are in order and your wishes are clearly documented—giving you peace of mind as you move forward.

👉 Coming up next: Step 12 – Pulling It All Together Using a Weighted Rating System to help you make confident, values-based decisions about your next move.

Want the Full Guide Now?

If you’re ready to dive deeper into all your housing options without waiting for the full blog series, you can download the complete workbook today. Navigating the Next Chapter: Housing Options for Seniors in Transition is packed with expert insights, practical worksheets, and step-by-step guidance to help you or a loved one make confident, informed decisions.

Click here to get your complimentary copy now.

About Forevermore Homes

We’re the Forevermore Homes Team of Coldwell Banker, and we’re passionate about helping seniors and their families make confident, informed decisions about housing and care. Whether you’re modifying your home, downsizing, or exploring senior living options, we’re here to guide you every step of the way.