Harford The Caregiver's Toolkit

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30 T H E C A R E G I V E R ’ S T O O L K I T
CHAPTER 3
LEGAL & FINANCIAL CONCERNS
Vital Records:
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Social Security Cards/Documents
Death Certificate(s)
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Marriage License(s)
Divorce Decree(s)
Military Records/DD214
Citizenship Papers,
if appropriate
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Nothing will slow your progress or frustrate you more as a caregiver than
searching for documents or finding that they don’t exist. It is critical to
compile these documents, ensure their safety and have them accessible only
to those who need them. Here is a helpful checklist of important documents
you will probably need in your journey as a caregiver.
What Important Documents
Should a Caregiver Have?
Legal Documents & Records:
Will
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Trust Documents
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Letter of Instructions. These are instructions from
your loved one for family upon their passing.
Health Related Documents:
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Living Will
Do Not Resuscitate Order if desired
Medicare/Insurance Cards or copies
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Sustaining Treatment)*
Current list of all healthcare providers
Current list of all medications
Harford County Department
of Community Services
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Helpful Links: www.harfordcountymd.gov/services/aging
*Maryland Orders for Life-Sustaining Treatment Form:
General Guide to advanced planning: