Checklist of Essential Senior Documents

In the event of an emergency, could you quickly locate your loved one’s insurance policy? Banking information? How about his or her safety deposit box? For family caregivers, having these documents & information readily available will not only help save time but also help you make decisions about your loved one’s health and assets down the road.

Senior Essential Documents Checklist

Here is an in-depth list of various documents, contacts, addresses, and other important information every caregiver should keep handy or know where to locate in the event of an emergency:

• Birth Certificate
• Driver’s License
• Social Security Card
• Passport
• Insurance Cards (homeowners, health, life, automobile, pension plans, etc.)
• Marriage/Divorce Certificates
• Living Will, Power of Attorney, Medical Directive
• Credit Cards (banks, department stores, etc.)
• Mortgage & Real Estate
• Military/Veterans Papers
• Titles & Deeds
• Important information about safety deposit boxes (location, keys, number, etc.)
• Stocks, bonds, and other investments
• Banking information (checking/savings account numbers, checkbooks, etc.)
• Appraisal receipts for valuables
• Letters of instruction, funeral arrangements

In addition to these documents, it’s also important to have contact information available for your loved one’s physicians, attorney, financial planner, tax advisor, broker, clergy, beneficiaries, and any other individuals you may need to contact in the future.

Contact Sonas for Home Care Services in Florida

At Sonas Home Health Care, we understand the value of having a plan and being able to provide the best possible care for aging loved ones. We refer competent and trustworthy caregivers who provide specialized home care services – from companionship to professional nursing and around-the-clock supervision. Contact us directly to speak with a home health care professional or request a free in-home consultation. Together we can determine the best plan of action for your family.

If you or an aging loved one are considering home care services in Florida, contact the caring staff at Sonas Home Health Care. Call today at (888) 592-5855.

Janelle Thomas MSN, RN

Director of Clinical Education at Sonas Home Health Care

Janelle Thomas MSN, RN — Director of Clinical Education for Sonas Home Health Care — reviewed this content for clinical accuracy. Janelle Thomas has been a nurse for 8 years — working primarily in pediatrics. She believes that nothing is more rewarding in home health care than creating a connection with a patient and their families that will last a lifetime.