Development of an online tool to support financial and legal planning in dementia
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 conte...
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| Format: | Article |
| Language: | English |
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Elsevier
2024-12-01
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| Series: | PEC Innovation |
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| Online Access: | http://www.sciencedirect.com/science/article/pii/S2772628224000608 |
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| author | Irene Tessaro Sarah M. Hooper Denise Watt David Menestres David Farrell |
| author_facet | Irene Tessaro Sarah M. Hooper Denise Watt David Menestres David Farrell |
| author_sort | Irene Tessaro |
| collection | DOAJ |
| description | 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. |
| format | Article |
| id | doaj-art-cd822c555ec54b1db271e8f46b6dabeb |
| institution | OA Journals |
| issn | 2772-6282 |
| language | English |
| publishDate | 2024-12-01 |
| publisher | Elsevier |
| record_format | Article |
| series | PEC Innovation |
| spelling | doaj-art-cd822c555ec54b1db271e8f46b6dabeb2025-08-20T02:37:49ZengElsevierPEC Innovation2772-62822024-12-01510031210.1016/j.pecinn.2024.100312Development of an online tool to support financial and legal planning in dementiaIrene Tessaro0Sarah M. Hooper1Denise Watt2David Menestres3David Farrell4People Designs, Inc, 1304 Broad St., Durham, NC 27705, USA; Corresponding author at: 1304 Broad St., Durham, NC 27705, USA.UC College of the Law San Francisco, 200 McAllister St., San Francisco, CA 94102, USAUC College of the Law San Francisco, 200 McAllister St., San Francisco, CA 94102, USAPeople Designs, Inc, 1304 Broad St., Durham, NC 27705, USAPeople Designs, Inc, 1304 Broad St., Durham, NC 27705, USAObjective: 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.http://www.sciencedirect.com/science/article/pii/S2772628224000608DementiaAlzheimer'sDelphiMixed methodsFeasibilityFinancial and legal care planning |
| spellingShingle | Irene Tessaro Sarah M. Hooper Denise Watt David Menestres David Farrell Development of an online tool to support financial and legal planning in dementia PEC Innovation Dementia Alzheimer's Delphi Mixed methods Feasibility Financial and legal care planning |
| title | Development of an online tool to support financial and legal planning in dementia |
| title_full | Development of an online tool to support financial and legal planning in dementia |
| title_fullStr | Development of an online tool to support financial and legal planning in dementia |
| title_full_unstemmed | Development of an online tool to support financial and legal planning in dementia |
| title_short | Development of an online tool to support financial and legal planning in dementia |
| title_sort | development of an online tool to support financial and legal planning in dementia |
| topic | Dementia Alzheimer's Delphi Mixed methods Feasibility Financial and legal care planning |
| url | http://www.sciencedirect.com/science/article/pii/S2772628224000608 |
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