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.
- Insurance policies.
- Bank accounts, pass books.
- Certificates of deposit.
- Investment certificates.
- Business venture interests.
- Account or provision for funeral and health care.