It is vital after a diagnosis of dementia to organize important legal and financial documents to provide easy access by both the dementia patient and/or the caregiver.  Assistance from an attorney will be needed to prepare some of these documents.  Use this checklist to collect and organize the following:

            -Wills and trusts.

            -Deeds or mortgages to properties.

            -Banking and investment information: 

Account numbers, banks and locations, stock certificates, bonds, safety deposit   box location and key.

            -Employment, salary, or retirement salary information.

            -Marriage license.

            -Divorce decree.

            -List of credit cards and their numbers.

            -Birth certificate.

            -Social security card.

            -Pink slip or payment information on vehicles.

            -Insurance policies:  Life insurance, home insurance, car insurance.

            -Any other loan documents or legal agreements to which the person is a party.

            -The last three years of  federal and state tax returns.

            -Copies of normal bills that are regularly paid:  Utilities, phone, security, etc.

            -POLST medical form (ask the doctor for this form, as a medical professional must assist in its completion). 

            -Health care power of attorney.

            -Legal and financial power of attorney.

            -Any other pertinent legal documents.

            -Financial sources of medical care:

    • Benefits available through health care providers.
    • Employment benefits–disability plans, Family Medical Leave Act, employee emergency assistance programs.
    • Public benefits:  (US)  Medicaid, Medicare, in home support services, Supplemental Security Income.
    • Veterans benefits.
    • Long term care insurance policies (must be purchased previous to diagnosis).

            -For those who use online resources:  Include information on passwords for important sites, i.e., banking,  bill paying, etc.

            -Personal attorney contact information.

            -Medical history of pets and instructions as to what should happen to them if you are no longer able to care for them.

            -Information on any pre-paid funeral, services, cemetery plots, who to contact in the event of death.