Development of an online tool to support financial and legal planning in dementia

Abstract

ObjectiveTo develop, assess, and refine an online educational tool, Plan for Clarity, to support financial and legal planning in dementia. MethodsA 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. ResultsConsensus 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. ConclusionThese data suggest this online tool is relevant and feasible for dementia care and support as well as aging more generally. InnovationPlan 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.