Free checklist

The documents every family should have

Find out what exists and where it's kept before you need it. On Pairlo, your care manager keeps this list on your family page.

Durable power of attorney (finances)

Lets someone your parent chooses handle money and bills if they can't. Usually signed with a notary.

Advance health care directive / health care power of attorney

Says who makes health decisions if your parent can't, and what they want. California has a standard form.

POLST or DNR form

A medical order your parent signs with their doctor about treatment in an emergency. Keep it where paramedics can see it.

Will or trust

Says what happens to their property. A trust can also keep things out of probate.

Medicare, supplemental and drug plan cards

Medicare, supplemental (Medigap or Medicare Advantage) and drug plan cards, front and back.

Long-term care insurance policy

If there's a long-term care policy, find it now: the benefit, the waiting period and how to claim.

Current medication list (kept by the doctor or pharmacy)

An up-to-date list from the doctor or pharmacy. Bring it to every appointment and hospital visit.

HIPAA release naming family members

Lets doctors talk to the family members your parent names.

General information, not legal advice. An elder law attorney can prepare or review these documents.

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