027: Taking on admin for family members

03/18/20 • 45 min

This episode will help you understand why you may need to help others with their life admin and some of the legal and practical considerations you need to consider if you take on that role.

We consider some of the things you need to think about when you need to help someone else with their life admin, including:

what the signs are or the events that may happen that trigger your need to assist someone with their life admin
the types of life admin you may need to help with
how to avoid family conflict and maintain family harmony.

Mia interviews Stephanie Rendell, a lawyer who works in elder care planning and talks about:

what life admin you can do informally and when you need to put formal documents like Powers of Attorney in place
things to consider when appointing a third-party financial administrator
considerations for reimbursement and remuneration in Power of Attorney activities
record keeping obligations if you take on someone’s Power of Attorney
services that Elder Care Lawyers can provide including Substitute decision-makers, Caring agreements, Advanced Care Directives, Wills and Elder Care abuse.

Mia and Dinah talk about some of the practical things you can do to make it easier to manage and share the work of taking on someone else’s life admin including:

Establishing a shared digital calendar for medical and other appointments
Establishing a shared email address for bills and statements, to create transparency among family members
Establishing shared password management systems
Establishing shared To Do Lists to allocate and track tasks
Setting up roster systems and
Scheduling monthly teleconferences to discuss the situation and share the activities.

LIFE ADMIN HIGH OF THE WEEK

Dinah talks about securing her favourite shopping list and meal planners to restore order to her fridge.
Mia talks about how easy it was to nominate the days she wanted to take as purchased annual leave by using her shared calendar and the relief of having all the childcare over the school holidays for the year sorted.

LIFE ADMIN LOW OF THE WEEK

Dinah talks about how she has still failed to manage to establish a system for the digital photos from a recent long trip.

POWER TOOL

Podcast - The One You Feed

RESOURCES

Stephanie Rendell, Associate - Head Of Wills And Estates, RNG Lawyers

Episode 1 - Shared Calendars

Episode 2 - Going paperless

Episode 3 - Managing passwords and form filling data

Episode 4 - Mastering To Do Lists

Please head to the Life Admin Life Hacks Facebook page to connect with listeners and share your thoughts, questions or suggestions.

This episode will help you understand why you may need to help others with their life admin and some of the legal and practical considerations you need to consider if you take on that role.

We consider some of the things you need to think about when you need to help someone else with their life admin, including:

what the signs are or the events that may happen that trigger your need to assist someone with their life admin
the types of life admin you may need to help with
how to avoid family conflict and maintain family harmony.

Mia interviews Stephanie Rendell, a lawyer who works in elder care planning and talks about:

what life admin you can do informally and when you need to put formal documents like Powers of Attorney in place
things to consider when appointing a third-party financial administrator
considerations for reimbursement and remuneration in Power of Attorney activities
record keeping obligations if you take on someone’s Power of Attorney
services that Elder Care Lawyers can provide including Substitute decision-makers, Caring agreements, Advanced Care Directives, Wills and Elder Care abuse.

Mia and Dinah talk about some of the practical things you can do to make it easier to manage and share the work of taking on someone else’s life admin including:

Establishing a shared digital calendar for medical and other appointments
Establishing a shared email address for bills and statements, to create transparency among family members
Establishing shared password management systems
Establishing shared To Do Lists to allocate and track tasks
Setting up roster systems and
Scheduling monthly teleconferences to discuss the situation and share the activities.

LIFE ADMIN HIGH OF THE WEEK

Dinah talks about securing her favourite shopping list and meal planners to restore order to her fridge.
Mia talks about how easy it was to nominate the days she wanted to take as purchased annual leave by using her shared calendar and the relief of having all the childcare over the school holidays for the year sorted.

LIFE ADMIN LOW OF THE WEEK

Dinah talks about how she has still failed to manage to establish a system for the digital photos from a recent long trip.

POWER TOOL

Podcast - The One You Feed

RESOURCES

Stephanie Rendell, Associate - Head Of Wills And Estates, RNG Lawyers

Episode 1 - Shared Calendars

Episode 2 - Going paperless

Episode 3 - Managing passwords and form filling data

Episode 4 - Mastering To Do Lists

Please head to the Life Admin Life Hacks Facebook page to connect with listeners and share your thoughts, questions or suggestions.

Previous Episode

026: Optimising kid admin

Deal with the admin generated by and organised for children, which starts as soon as you get pregnant and never seems to end.

This episode talks about how you can address the many admin tasks you need to sort when you have kids, including:

health
daycare, school and school holidays
social life including birthday parties
extracurricular activities
decluttering their stuff - clothes, toys, books, artworks, craft.

Mia and Dinah share their top tips including:

having a launchpad and visible weekly schedule
systems to deal with arts & craft and keepsake items
using a form filling app to make filling forms a breeze
using WhatsApp groups for school and team communication
scheduling out the school holidays using your shared calendar
using apps for sporting team management
using checklists for birthday party organisation.

LIFE ADMIN HIGH OF THE WEEK

Dinah talks about a scavenger hunt birthday party she has organised for her daughter which was fun admin
Mia talks about sorting out her superannuation at work

LIFE ADMIN LOW OF THE WEEK

Dinah talks about the challenge of organising visas for an upcoming trip

POWER TOOL

Mia talks about using the iOs shortcuts app to develop automated sequences on her phone and the Files App to scan documents to cloud storage.

RESOURCES

Episode 1 - Shared Calendars

Episode 2 - Going paperless

Episode 3 - Managing passwords and form filling data

Episode 4 - Mastering To Do Lists

Episodes 6,7 & 8 - Decluttering

School Holiday Program - online web directory

Team Stuff & Team App - sporting team apps

Please head to the Life Admin Life Hacks Facebook page to connect with listeners and share your thoughts, questions or suggestions.

Next Episode

028: Comparing credit cards

Decide if you need a credit card and if so, choose the best one for your purchasing and payment habits.

There are over 200 credit cards on offer in Australia, and this episode talks about how you can get the right credit card for you. Things to consider include:

your spending habits
your ability to pay off the outstanding balance each month
your credit score
the types of credit cards and benefits available.

Mia and Dinah share their top tips including:

knowing yourself and your spending habits
considering how much effort it takes to maximise rewards and benefits
comparing the key features including annual fees, interest rates, sign on and ongoing benefits, and taking into account traps like capped monthly points
putting reminders in your calendar for the best time to review your credit card arrangements
calling your bank to see if you can get a better deal to avoid shopping around
using comparison sites to quickly compare and choose a new credit card that is better than your current one
setting up a direct debit to pay the statement amount automatically each month.

LIFE ADMIN HIGH OF THE WEEK

Dinah talks about how her Password Manager made it much simple to find her son’s lost school iPad
Mia talks about her daughter’s netball coach's website and WhatsApp groups he has set up to organise games and training like a pro.

LIFE ADMIN LOW OF THE WEEK