Important Documents Every Caregiver Should Have For Their Loved One

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When you become the caregiver of an incapacitated loved one the first step is to organize all the documents.

You will need medical, financial, and identification forms and cards to arrange proper care. This helpful checklist is a good place to start.

Medical Information For Your Loved One:

  • List of your loved ones medical history and medications
  • List/contact information for all medical providers, dentist
  • Pharmacy and mail order information
  • All insurance information, including long-term care
  • HIPPA documents signed
  • Do-Not-Resuscitate Order (DNR) if this is your loved one’s wishes
  • Durable health-care power of attorney
  • Living will/physician directive


Your Loved One’s Estate:

  • List of bank accounts/credit unions, username, and passwords
  • Safe-deposit location and keys
  • Deeds to housing or land that is owned, rental agreements
  • Car titles
  • List of 401(k) and/or IRA accounts
  • List of any annuity contracts
  • Other investments
  • Pension documents
  • Trust documents
  • Your loved one’s will, financial power of attorney
  • Insurance information
  • Tax information
  • Listing of credit cards and debts
  • Contact information for professionals-lawyer, accountant, insurance agent
  • Dates of expiration for public benefits
  • Letter of Instruction from your loved one


Other Important Items:

  • Birth, death, divorce certificates
  • Passport, citizenship papers, social security card
  • State issued ID
  • Burial information
  • Veterans ID, if applicable


Download our printable checklist below.



Contact Julie Krawczyk, Elder Financial Safety Center Director at 214-525-6157.



As the leading resource for all age-related issues in greater Dallas, older adults and their loved ones can turn to The Senior Source for assistance and expert guidance.

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