Know what documents matter and where they are
A simple checklist to get your parent's documents in one place
If you were asked for Power of Attorney, insurance details, or a medication list today, would you know what you have - and where it is?
Most families aren’t completely sure.
This checklist lays out what to gather and keep together.
What It Covers
• Legal documents (Power of Attorney, Advance Directive, Will)
• Insurance information
• Current medications and providers
• Financial account details
• Account and online access information
• Key contacts
It’s straightforward and designed to be printed and used.
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Created by Christen Bergeron
25 years in the senior living industry
