Being A Guardian: Documents To Gather
If you are the guardian of an elderly relative, you are responsible for the management and safety of that relative's assets. As such, you must gather all the important documents needed to manage those assets. In doing so, you may find the checklist below helpful in creating your own personal Document Checklist.
Because laws that impose responsibilities on guardians must be carefully followed, your attorney should assist you in clearly understanding your legal responsibilities as a guardian and the proper execution of those responsibilities.
_____Power of Attorney
_____Abstracts of Title
_____Mutual Fund Statements
_____Social Security Documents
_____Income Tax Returns