Legal and planning

Capacity assessment

A capacity assessment is an evaluation of whether a person can make a specific decision, such as signing a legal document or agreeing to treatment. Doctors, psychologists and lawyers may take part. Capacity can depend on the decision and can change over time.

Why it matters for your family

Capacity matters most before signing a power of attorney, a will or a trust. A person with early dementia may still have capacity for some decisions. The ACL points to American Bar Association materials on capacity and consent for lawyers, judges, psychologists and physicians. A common mistake is to assume a diagnosis means a person can no longer decide. Another is to wait until capacity is clearly lost. Then only a court guardianship may remain. Ask the doctor and an elder law attorney early. A lawyer may request a doctor's note when documents are signed. This is general information, not medical or legal advice.

Source: acl.gov

Read more: What is Elder Law and Do You Need an Elder Care Attorney?

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