Important Documents for Older Adults and Seniors
• Will and Living Will (Advance Directives)
• Power of Attorney for Health Care
• Power of Attorney for Property
• Trusts – Revocable or Irrevocable
• Letter of instruction to the people who will settle your affairs when you are gone
• Long Term Care Insurance
• Life Insurance Policies
• Individual Retirement Accounts
• 401 (k) Accounts
• Pension Documents
• Annuity contracts
• List of bank accounts
• List of usernames and passwords
• List of safe deposit boxes if you have any
• Housing, land, cemetery deeds
• Escrow mortgage accounts
• Proof of loans made, and debts owed
• Vehicle titles
• Stock certificates, savings bonds, and brokerage accounts
• Partnership and Corporate Operating Agreements
• Tax Returns
• Marriage and/or divorce papers
• Medicare information
• Social Security Benefits
• Personal and family medical history
• Health Insurance Portability and Accountability Act (HIPAA) Authorization form to release health care information to your loved ones
• Consider a DNR (do not resuscitate) Order
• Veteran’s discharge papers
• Documentation regarding VA benefits or apply for VA benefits if needed and earned