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.