Being A Guardian: Documents To Gather
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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.
| | Notes: |
| ____ 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 | ___________________________________ |
