Planning for Future Needs

Whenever possible, payments should be made by check or another traceable payment method to create an accurate financial record. Duration of the Agreement Indicate whether the agreement: • Is effective for a specific period of time, or • Remains in effect until modified or terminated in writing by either party. Changes to the Agreement Include a statement that any modifications must be made in writing and signed by both parties. Written amendments help ensure there is a clear record of any changes to caregiving responsibilities or compensation. Preparing the Agreement Many families choose to prepare a Personal Care Agreement using a reputable legal template or online form. Others prefer to work with an attorney to ensure the agreement reflects their family's unique circumstances and comply with applicable state laws. If an attorney is retained, discussing the caregiving responsibilities and compensation in advance can make the process more efficient and may reduce legal expenses. Once the agreement has been finalized, all parties should sign and date the document. Each party should retain a signed copy for their records. Updating the Agreement Care needs often change over time. Review the agreement periodically and revise it whenever there are significant changes in: • Care responsibilities

• Work schedule • Compensation • Health status

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