The following 17 documents will not only protect the senior’s legal rights, but they will also help their adult children know their wishes, allowing for important decisions to be made when that time comes:


Document Notes
☐ Durable Medical Power of Attorney (aka Healthy Proxy)  
☐ Durable Power of Attorney for Financial Decisions  
☐ HIPAA Release Form For All Physicians  
☐ A Current, Updated Will, Estate Plan Or Trust  
☐ End of Life Instructions  
☐ Birth Certificates  
☐ Deed(s) to the Home  
☐ Bank Account(s) Information  
☐ Financial Account(s) Information  
☐ Insurance Policies  
☐ Veteran’s Discharge Papers  
☐ Death Certificate of Spouse (if applicable)  
☐ Divorce Decrees  
☐ Citizenship Papers  
☐ Retirement Accounts  
☐ Debt Documentation  
☐ Vehicle Titles  
☐ Social Security Numbers