OT Functional Assessment for Estate Lawyers/Estate Litigation

Our occupational therapists assess the client’s function and the level of assistance needed for daily care. The OT’s assessment of physical, psychosocial, behavioural, cognitive, and perceptual functions lends comprehensive insight into the client’s ability to manage daily functions independently.

Our OTs are skilled in determining the number of hours of assistance a client requires daily, as well as the associated costs of hired services. The OT can recommend alternative options for housing, considering the cost of care.

The OT can address accessibility within the home and connect the family with disability code contractors.

Future Care Costs for Estate Planning and Estate Litigation for the Financial Planner

If you are an Estate Lawyer, Mediator, Estate Litigator, or Financial Planner, dealing with elder law issues, family, Wills and Estate, our Certified Life Care Planners and Care Plan Managers have the expertise and experience to provide a professional opinion regarding a disabled family member’s needs.

We offer consulting services for companies that hold a Power of Attorney (POA) for finances for their clients, those who hold POA for personal care and those with no POA, who require our expertise to ensure that there is a future plan for health and medical care in place.

A Cost of Future Care Report, also called a Life Care Plan or Future Care Cost Analysis, is an assessment, completed by a Canadian Certified Life Care Planner (CCLCP). It is used to outline the medical and rehabilitation needs and associated costs for an individual who has experienced long term and chronic healthcare needs.

It is a dynamic document that is based on published standards of practice, comprehensive assessment, thorough research and interview with client and family, discussion with health care providers and rehab team, and data analysis.

Anticipating future requirements involves considering needs with regards to future assessment and rehabilitation services, including physiotherapy, occupational therapy, psychology, nutrition, medications, assistive devices, housing needs, caregiving needs, attendant care, housekeeping and home maintenance, transportation and other health care and non-healthcare expenses.

When there is a dependent person or a person with chronic illness in a family, such as a disabled child or any family member, there might be some obligations of the advisors of the Will.

Special needs beneficiaries refer to individuals, who due to intellectual, cognitive, functional disabilities, brain diseases, mental illnesses, or injuries, are unable to effectively manage their personal or financial matters.

This includes conditions such as Down Syndrome, Cerebral Palsy, Autism, Alzheimer’s Disease, Dementia, Schizophrenia, Bipolar Disorders, and Brain Injuries.

Life care planners can be an excellent addition to the team of advisors when planning an estate in such cases.

A Cost of Future Care Report is written by a regulated healthcare professional who is also a Canadian Certified Life Care Planner (CCLCP).

The next step:

• A Cost of Future Care Report provides the client, family, legal representatives and financial planners with a comprehensive outline and quantifies the client’s needs over a lifetime and the costs associated with accessing the treatment, services, and equipment they will require.
• This can help with allocating funds when planning the estate or preparing a Will or with any need for future planning for health and medical expenses for a disabled person within the family.