As you think about your busy schedule and your aging parents’ increasing need for outside help, legal documents and paperwork may be the last thing you want to deal with.
Yet, they are so important! As you help your aging parents organize and go through the transition process as they move from independence to limited independence and perhaps even finding caregiver assistance, these documents will be needed.
Some elderly parents may not ask for help in this area if you don’t offer. It is already hard for them to face possible loss of independence, let alone asking for help in areas that they were once helping you with.
Here are 10 legal documents and a to-do list that you may want to start with- collect them and store in one expandable folder or a safe place. Be sure all documents have the proper signatures
Identification papers and records: This includes drivers license, passports, military ID, marriage certificate, birth certificate, divorce decree, death of a spouse (if that already happened to one of the spouses). Keep a record of email passwords and doctors medical records (if possible).
Insurance: Life insurance, medical insurance, long term care insurance, homeowners insurance, property insurance, car insurance or any other form of insurance that they may have.
Deeds: Property deeds, car titles, rental properties, vacation properties, boat titles, keys and any licenses’.
Medical History and Records: Types of allergies, medical procedures done, medication used and being used at the present time. List of all prescription drugs and dosages.
Legal Issues: Will, Living Trust, Power of Attorney, Estate Management, Healthcare directives- signed, dated, and witnessed.
Doctors and care providers: A list of their doctors and healthcare providers with names, telephone numbers and addresses.
List of family and friends: A list of their family and friends to contact for emergency, announcements and anything that is needed.
Financial Status: Account information for checking, savings accounts, investments, tax records, loans, retirement funds, stocks, bonds and lock box keys and signature authority…and have them all in one centralized location. Are they placing their cash for rainy days everywhere in the house or in one centralized location?
Wish list: Burial information which includes types of ceremony, burial lots and methods of burial. List of any prepaid arrangements. Wills, Trusts and Estate Papers. Be sure everything is signed and witnessed.
List of caregivers: Other than yourself and your siblings, do you have others you rely on a daily basis to help your aging parents with their daily needs? For example, who can check on them daily to ensure they have taken their daily dosage of vitamins, medication or even intake of water. Who can call them on a daily basis to encourage them and to let them know that someone is looking out for them when they are alone by themselves?
Those are the 10 legal documents to collect and keep in one spot. Simplify your process of helping your elderly parents. If you are experiencing any of the items below, Keeping in Touch Solutions can help you. The first step is a personal daily call to your loved one.
A daily check-in call could be the lifeline, the joy you give someone that makes the biggest difference in their perception of what old age is like.
Contact me at 317-480-1038 today. Let’s make a difference together.
I’m Diana Beam, Founder of Keeping in Touch Solutions. It is my heartfelt desire for every person to live a happy and healthy life in the place they call home, no matter what their age. You can’t put a price on peace of mind for your parents and yourself. It’s priceless . . . and significant.
For that reason, the goal of every Keeping In Touch Solutions program is to provide a caring connection and service that both the elderly and their caregivers can rely on to make living that good life easier.
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