If you are a caretaker, make sure you have all the documents and information on this list together and secure in one place.

If you're a caretaker, whether for a parent, grandparent, spouse, relative or friend, you know it means juggling a lot at once. You may be working full time, raising children, and acting as a caregiver all at once. It can be a lot to handle at times. If you're a caregiver, or may need to act as one in the future, there are many details and documents you need to have in order to keep everything running smoothly.  

Caretakers: Important Documents You Need to Gather

May 12, 2017

If you are a caretaker, make sure you have all the documents and information on this list together and secure in one place.

If you're a caretaker, whether for a parent, grandparent, spouse, relative or friend, you know it means juggling a lot at once. You may be working full time, raising children, and acting as a caregiver all at once. It can be a lot to handle at times. If you're a caregiver, or may need to act as one in the future, there are many details and documents you need to have in order to keep everything running smoothly. 

It's important to have all the necessary documents and information easily accessible and available in case you ever need them. As a caretaker, you may be the one responsible for making major financial and/or health decisions.

The list below contains all of the documents, statements, policies and information you will need in order to take care of any situations that may arise during your time as a caretaker. Even if you're not a caretaker, this is an important list to go through with family members to ensure the information is in one place if it were needed in an emergency. 

Gather and store all of these important documents, policies and lists in one secure place. Review the information every six months to make sure it is current. 

  • Birth and marriage certificates 
  • Will
  • Car title and registration
  • Social Security card 
  • Health insurance card and policy information
  • Bank account information
  • Citizenship papers (if applicable)
  • List of any food or medicine allergies 
  • Copy of drivers license  
  • Property deed
  • Life insurance policy 
  • List of assets 
  • Retirement accounts 
  • Tax returns 
  • Military paperwork (if applicable)
  • List of living relatives
  • Credit cards 
  • Long-term care insurance policy 
  • Utility bills  
  • Stocks, bonds and mutual funds 
  • List of current medications and doctors 
  • Mortgage documents 

With all of the above documents together in one safe, secure area, you'll be prepared for anything that comes your way while acting as a caregiver. If you need resources or support, turn to the Family Caregiver Alliance. It offers a wide variety of tools, support and guidance for caregivers. 

If you are a caregiver for a parent or other relative, join us for our upcoming Caring for Aging Parents seminar. A panel of experts will discuss the many aspects of caregiving and cover topics such as insurance, fraud and abuse, local resources and caregiving assistance. RSVP now to save your seat.

Caring for Aging Parents Seminar

A panel of experts will answer questions about senior care, insurance benefits, fraud and abuse prevention, caregiver services, and other resources.

RSVP Now

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