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Documents for Loved One

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”