Recommended Citation
Irene Tessaro, Sarah M. Hooper, Denise Watt, David Menestres, and David Farrell,
Development of an Online Tool to Support Financial and Legal Planning in Dementia, 5
PEC Innovation
(2024).
Available at: https://repository.uclawsf.edu/faculty_scholarship/2123
Publication Date
6-21-2024
Abstract
Objective: To develop, assess, and refine an online educational tool, Plan for Clarity, to support financial and legal planning in dementia.
Methods: A Delphi mixed-method study with three rounds of anonymous review by lay and professional stakeholders was designed to reach consensus about the content of the online tool and explore the socio-cultural and behavioral factors that could affect access and use.
Results: Consensus showed that the online tool covered key information, knowledge, and communication skills for financial and legal planning. Study themes: 1) the online tool had to be easy to navigate with relevant, easily understood information; 2) people with early signs of memory difficulties would be able to use the tool; 3) a referral from a trusted source is a primary way to facilitate access and use of the tool; and 4) discussions about financial and legal issues should be held early, ahead of barriers that can block discussion.
Conclusion: These data suggest this online tool is relevant and feasible for dementia care and support as well as aging more generally.
Innovation: Plan for Clarity is innovative as an evidence and theory-driven online education tool to address financial and legal planning for dementia care, particularly among underserved older adults.
Document Type
Article
Publication Title
PEC Innovation