Convert To Jpg Legal California Aging Parents Forms For Free

Store your papers upright. For optimal efficiency, it's crucial to store papers in a hanging-file system. Put each category of papers in a separate folder and store them in a filing cabinet or upright in a filing box placed on a shelf. Storing them this way makes it easy for you to see how many papers you have.

In addition to a will, make sure your loved one has a durable power of attorney (POA) for both health care and financial affairs. These legal documents will allow an appointed person to make medical or fiscal decisions for a frail or incapacitated relative.

You must have the mental capacity to establish a POA, meaning you grasp what it is and the implications of setting one up. The person you choose as your agent must also be 18 or older and have mental capacity. Your power of attorney document must be signed in front of a notary public or by two competent witnesses.

Keep important papers and copies of legal documents in one place ? and tell a trusted family member. You can set up a file in a cabinet, or put everything in a desk or dresser drawer. If you keep information in multiple places, be sure to keep the locations tracked in a notebook or ledger.

In this article, we walk through 7 steps to consider as you plan for your parent's future: Have the Family Conversation. Research Aging Care and Senior Housing Options. Understand Your Parent's Needs. Consider Your Needs and Abilities. Address Financial Planning. Prepare Complete Legal and Medical Planning.

To organize: With everything divvied up by category, put each stack in chronological order with the newest papers on top. ... Insert label dividers ? one for each category that applies. Punch holes on the left side of each record. ... On the back of each divider, write related names and contacts.