Important Documentation

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July 15, 2005 at 10:24 am  •  Posted in Advance Care Planning by  •  0 Comments

By Lynn Campisi, P.C.; Sheryl Cook, MA, CGRC; Farrar Moore, CGRC; Daniel Marson, Ph.D., P.C., and M.W. Parker, DSW, BCD, LCSW
 

Important Documents To Place In An Accessible, Fire-Safe, Secure Location

Here is a list of important documents you should have on hand if you are considering making plans to take care of your parents.

  • Property deeds/auto titles.
  • Burial plot deeds.
  • Birth certificate/adoption records
  • Birth certificate of spouse.
  • Marriage certificates.
  • Divorce decrees.
  • Death certificates, spouses.
  • 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.

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