Checklist of Essential Senior Documents Posted on: July 20, 2019 Home Care 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 that 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 (888) 592-5855. Jillian Miller BSN, RN Director of Nursing at Sonas Home Health Care This blog was reviewed by Jillian Miller BSN, RN — Director of Nursing for Sonas Home Health Care’s Tampa Bay market — for clinical accuracy. Jillian Miller has been a nurse for 16 years — working primarily in pediatrics. She believes the best part of working with the pediatric population is when you see smiles from clients when you first enter the room. She loves seeing the difference you can make in families’ lives while providing the best care possible for them. Enjoy this article? Share it! Conversations
