Thursday December 26th, 2013
It’s easy to lose track of paperwork, especially someone else’s. Professionals recommend gathering important documents in one file for safekeeping. Put them in a locked and fireproof location. Consider a small safe at home. Or a safe deposit box at the bank. Putting this file together with your relative’s help ensures that you know about all the accounts that exist. (Do it now, while he or she is still capable!) Following is a checklist of top priority health and financial documents. Make sure you have the signed originals. Copies may not be legally accepted.