Important Documents: Planning for Care

Important Documents

home care documentsBelow is a list of important documents you should have on hand if you are considering making plans to take care of your parents. Be sure to place them in an accessible, fire-safe, secure location.

  • Burial plot deeds
  • Birth certificate/adoption records
  • Birth certificate of spouse
  • Marriage certificates
  • Divorce decrees
  • Death certificates
  • Military discharge
  • Immigration and Naturalization Service Card (green card)
  • Estate dispersion documents (attorney should know where all copies are located)
  • Advance directives (primary care physician, hospital, and individual should have copies)
  • Property tax receipts
  • List of routine household bills
  • Copies of previous three years’ tax returns
  • Personal loan records
  • Retirement and pension policies, including the names of beneficiaries
  • Receivables
  • Insurance policies
  • Bank accounts, pass books
  • Certificates of deposit
  • Investment certificates
  • Business venture interests
  • Account or provision for funeral and health care

For more information about how to prepare for caring for a loved one, contact the home care experts at At Home Independent Living in Camillus, NY.

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