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Documents for Loved One

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What are the important documents that every family caregiver should have for their loved one? Our helpful checklist can keep you on track.

Medical Information For Your Loved One:

  • List of your loved ones medical historyand 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


For a printable checklist, download the PDF below.

Download “Documents-for-Loved-Ones.pdf”