Essential Legal Checklist for Family Caregivers

Having the right legal documents in place is essential for effective caregiving. Use this checklist to ensure you're prepared to advocate for and protect your loved one.

Healthcare Documents

☐ Healthcare Power of Attorney (Healthcare Proxy)

• Names someone to make medical decisions if incapacitated
• Should be someone who understands their wishes
• Becomes effective when person can't decide for themselves

☐ Living Will (Advance Directive)

• Documents end-of-life care wishes
• Specifies preferences for life-sustaining treatment
• Guides healthcare proxy in making decisions

☐ HIPAA Authorization

• Allows specified individuals to access medical information
• Separate from healthcare POA
• Should name all family members who need access

☐ DNR Order (if applicable)

• Medical order signed by physician
• Instructs not to perform CPR
• Should be discussed with doctor and family

Financial Documents

☐ Durable Power of Attorney for Finances

• Allows designated person to handle financial matters
• "Durable" means it remains effective if person becomes incapacitated
• May need separate bank-specific forms

☐ Representative Payee (if receiving Social Security)

• Formal designation through Social Security Administration
• Required to manage Social Security benefits for someone else
• Requires annual reporting

Estate Planning Documents

☐ Will

• Names executor to manage estate
• Specifies how assets should be distributed
• Should be reviewed and updated regularly

☐ Trust (if applicable)

• May provide more control over asset distribution
• Can help avoid probate
• May protect assets for Medicaid planning

Important Information to Gather

• ☐ List of all bank accounts and financial institutions
• ☐ Insurance policies (health, life, long-term care)
• ☐ Social Security number and Medicare number
• ☐ Safe deposit box location and key
• ☐ Online account passwords (securely stored)
• ☐ Contact information for attorney, accountant, financial advisor

Document Storage

• ☐ Store originals in fireproof safe or safe deposit box
• ☐ Keep copies accessible for emergencies
• ☐ Share copies with relevant family members
• ☐ Upload digital copies to secure storage (Brelti's Care Vault)
• ☐ Ensure healthcare providers have copies of advance directives

Review all documents annually and update as needed, especially after major life changes.