Tools to help monitor your older adult's finances

Caregiving often requires financial planning and legal decision-making, which can be complex to navigate. These resources and tools provide guidance and advice to ensure everything is in place for your family to be financially and legally secure.

Financial & legal resources for caregivers

• Consumer Financial Protection Bureau: Managing someone else’s money — An overview of financial caregiving, including the variety of roles from informal helpers, like trusted contacts, to power of attorney or trustee 
• National Council on Aging: Advice for Caregivers Managing Legal, Financial, and Medical Decisions — Guidance about the considerations required to manage legal, financial, and medical logistics
• Caregiver Action Network: Financial and Legal Tools for Family Caregivers — A collection of resources covering essential documents, government benefits, food assistance, medication discounts, taxes, and more
• Family Caregiver Alliance: Legal Planning for Incapacity — A guide to making arrangements for the future so the family is prepared, including the legal documents that everyone should have

Caregiving services and digital tools

Use these online and digital tools to find services that are right for you and your loved ones.

• Family Caregiver Alliance: Services by State — A state-by-state overview of government health and disability programs, legal resources, disease-specific organizations, and more
• Administration for Community Living (ACL): Eldercare Locator — A local search that connects individuals to community services and support for older adults and their families
• Medicare: Health Care Providers Tool —  A local search to find Medicare-certified physicians, hospitals, nursing homes, home health care, and more
• National Council on Aging: Benefits Checkup — A local search that matches older adults and people with disabilities with benefits programs that can help pay for health care, medicine, food, utilities, and more 
• Greenlight: Family Shield — A platform that offers financial, digital, and personal safety tools, including financial monitoring and protection services, unsafe driving and SOS alerts, and more to help older adults stay safe while maintaining independence. Explore more here.

Choose your family caregiving resources

Numerous resources help caregivers with education, services, guidance, and support — so you don’t have to navigate the challenges of caring for your loved ones alone. From national networks to local community groups, you can make use of the best resources to meet your caregiving needs.