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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 ___________________________________

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