Prepare a summary of the person's living arrangements and the help currently provided. Identify who assists with appointments, finances, transportation, and other needs. Keep the person's preferences and participation in view.
Use specific examples
Describe relevant events with dates and sources. Distinguish your own observations from reports by others. Counsel can better evaluate a concrete account than a broad statement that someone cannot manage anything.
Limit the initial packet
Start with a list of existing documents and the key questions you want to address. Ask the office which sensitive records it needs and how to transmit them. Do not send an entire medical history through a general inquiry form.
Identify gaps in support
Explain what decisions or tasks are not being handled and why existing arrangements may be insufficient. Ask counsel to evaluate the legal options rather than assuming that one procedure is appropriate for every family.
Different tools address different decisions
California Courts compares supported decision-making, powers of attorney, advance health care directives, representative payees, and conservatorships. These tools are not interchangeable. Ask which decisions require help and whether an existing arrangement is adequate and legally effective.
Should the person's wishes be included?
Yes. Record the person's preferences in their own words where possible and distinguish them from a relative's interpretation. Note useful routines, trusted supporters, and areas where assistance has worked. This helps frame a discussion focused on the person's needs rather than only on who should take control.