Scribd
Upload
258 views3 pages

Essential Document Locator for Caregivers

This document provides a form to help individuals and their parents locate important financial, legal, medical, and personal documents. By filling out the form together, both parties gain peace of mind knowing where documents like wills, trusts, insurance policies, bank and investment account information can be found in case of an emergency. The form includes sections to list details about documents, contacts, medical directives, final wishes, and more.

Uploaded by

Hanzo Hattory
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
258 views3 pages

Essential Document Locator for Caregivers

This document provides a form to help individuals and their parents locate important financial, legal, medical, and personal documents. By filling out the form together, both parties gain peace of mind knowing where documents like wills, trusts, insurance policies, bank and investment account information can be found in case of an emergency. The form includes sections to list details about documents, contacts, medical directives, final wishes, and more.

Uploaded by

Hanzo Hattory
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

caring Planning for the Future:

for those Valuable Documents at Your Fingertips


you care
about Whether your parent is in perfect health or is suffering from chronic
illness, learning where valuable documents are located can help you
determine your parent’s needs and expectations, and the knowledge
you gain can assist you in providing the best care for your parent if the
need arises.

This form has been designed to help you and your parent work together
to locate these documents before a crisis occurs. By having this
conversation now, both of you will gain peace of mind that important
information is available should you need it.

Date Completed

Useful Information
Name

Social Security Number

Emergency Contact
Telephone

Where are your documents kept?


Birth Certificate

Marriage Certificate

Divorce Papers

Military Records
Branch of Service
Military ID#
Dates of Service

Passport/Citizenship Papers
Financial and Legal Information
caring Name of Bank
Account # (Checking)
for those
Name of Bank
you care Account # (Savings)
about Name of Bank
Account # (Money Market)

Accountant
Telephone

Investment Broker
Telephone

Lawyer
Telephone

Power of Attorney
Telephone

Where are your documents kept?


Bank Statements

Bonds

CDs

401K Account

IRAs

Mortgage Information

Property Deeds/Title

Automobile Title/Registration

Outstanding Loans

Stock Certificates

Income Tax Records

Pension Records

Will

Trusts

Safety Deposit Box


Number
Location of Keys
Insurance Information
caring Where are your documents kept?
for those Automobile

you care Disability

about Homeowners

Life

Long-Term Care

Health

Other

Medical Information
Primary Doctor
Telephone

Healthcare Agent
Telephone

Healthcare Power of Attorney


Telephone

Where are your documents kept?


Advance Directives

Do Not Resuscitate Papers

Living Will

Organ Donor Card

Final Wishes
Clergy
Telephone

Funeral Home
Telephone

Where are your documents kept?


Burial Arrangements

Cemetery Information

To protect yourself from identity theft, never email this form if it includes your personal information.

You might also like