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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

_____Living Will

_____Guardianship Papers

_____Trust Documents

_____Deeds

_____Land Grants

_____Water Rights

_____Mortgages

_____Leases

_____Bonds

_____Loans

_____Contracts

_____Tax Notices

_____Abstracts of Title

_____Vehicle Titles

_____Bank Statements

_____Pass Books

_____Checkbook Registers

_____Mutual Fund Statements

_____IRA Statements

_____Stock Certificates

_____Canceled Checks

_____Bills

_____Receipts

_____Check Stubs

_____Social Security Documents

_____Retirement Papers

_____Pension Documents

_____Income Tax Returns

_____Will

Next Steps
Contact a qualified family law attorney to make sure
your rights are protected.
(e.g., Chicago, IL or 60611)

Help Me Find a Do-It-Yourself Solution