Estate Planning

Legal Documents For Elderly Parents: Checklist

Woman talking with her parents
Trustworthy icon

Ty McDuffey

Apr 15, 2023

As your parents age, keeping track of their legal and financial documents becomes crucial for their well-being. 

Sudden changes in their health can require quick action, and having the necessary paperwork readily available can make all the difference if your parent needs immediate medical attention.

From deeds and power of attorney to living wills and medical history, there are piles of legal documents that seniors should have in order. However, the task of organizing and maintaining these documents can be overwhelming. 

In this article, we’ll provide you with a list of important documents for seniors and offer tips on how to keep them organized and accessible with Trustworthy

Key Takeaways: 

  • Sudden changes in your parents' health can require quick action. Having the necessary paperwork readily available can make all the difference if parents need immediate medical attention.

  • There are several important legal and financial documents that seniors should have in order, including Advance Directives, Living Wills, & Durable Power of Healthcare Attorney (DPOHA).

  • By using Trustworthy, seniors and their loved ones can securely store and organize their documents in one centralized location, making it easy to access them whenever they are needed. 

What Legal Documents Do I Need to Manage My Elderly Parent's Care?

Woman chatting with her mom, signing paperwork

As your elderly parent's health and financial needs change over time, it's important to have the necessary legal documents in place to ensure their well-being. 

To help you keep track of the estate planning documents your elderly parent may need, here's a checklist of important legal documents to have readily available:

  1.  Advance Directives and Living Wills

Advance Directives and Living Wills are two legal documents that ensure your elderly parent's medical wishes are respected in the event of a life-threatening situation or at the end of their life. 

Both documents are notarized and provide instructions on medical care that your parent wishes to receive or avoid.

  • Advance Directives can include instructions about life-sustaining measures, such as whether your parent wants to be put on a ventilator or receive CPR. 

  • Living Wills focus specifically on end-of-life care and may outline your parent's preferences regarding hospice care, palliative care, and other medical interventions.

By having these legal documents in place, your parent's medical providers and caregivers will have a clear understanding of their wishes, which can provide peace of mind for both you and your parents during difficult times.

Related Article: Complete List of Things To Do For Elderly Parents (Checklist)

  1.  Durable Power of Healthcare Attorney (DPOHA)

A Durable Power of Healthcare Attorney (DPOHA) designates a person (and often an alternate) to make medical decisions on behalf of your elderly parent if they become incapacitated or are otherwise unable to make their own medical decisions. 

This document ensures that your parent's medical wishes are respected, even if they are unable to communicate them.

The designated person in the DPOHA is typically a family member, friend, or spouse, but it can be anyone whom your parent designates. 

This person will have the legal authority to make important medical decisions on your parent's behalf, such as whether to consent to or refuse medical treatments or procedures. 

They can also decide where your parent should receive medical care, such as in a hospital or at home with hospice care.

  1. Business Partnership and Corporate Operating Agreements

If your elderly parent is a business owner or partner, having their Business Partnership or Corporate Operating Agreement in place can help you properly manage their business interests. 

These legal documents outline the rights and responsibilities of each partner and the overall structure and purpose of the business. 

These documents are necessary to have if you are involved in managing the business or if you need to make decisions on your parent's behalf. 

For example, if your parent becomes incapacitated and is no longer able to manage the business, you can refer to the partnership agreement to determine who has the legal authority to make business decisions on your parent's behalf.

  • A Business Partnership Agreement is a legal document between two or more partners that sets out their partnership's terms and conditions, including the business's legal structure, each partner's responsibilities, partnership property, and each partner's ownership interest.

  • A Corporate Operating Agreement, on the other hand, is a legal document that outlines how a corporation will operate, including the roles and responsibilities of its officers, directors, and shareholders, as well as how business decisions will be made.

If your parent needs to retrieve a copy of these agreements, they can contact the attorney who helped to legalize the agreement.

  1. Deeds to Property

A property deed is a legal document that proves property ownership and provides a detailed description of the property's boundaries, dimensions, and location. If your elderly parent owns property, having their property deeds readily accessible is necessary if they want to sell the property or pass it down to a loved one. 

If you or your parent cannot locate the property deed, you can try to access it in a few ways. 

One option is to conduct an online search by entering the name of your parent's county or the property's location, followed by the keywords "deed" or "deed search." Doing so may lead you to the local County Recorder's website or an equivalent database, where you can search for and download a copy of the deed.

Another option is to call the County Recorder's Office and speak to a representative. You can also request a copy of the deed by mail by sending a letter to your County Recorder's Office.

Obtaining copies of deeds typically involves paying a fee of no more than $10. 

By having access to the property deed, you or your parent can establish property ownership and make any future transactions involving the property legally binding.

  1. Savings Bonds, Stock Certificates, and Brokerage Accounts

Your elderly parent may have invested in savings bonds, stock, or brokerage accounts throughout their lifetime to fund their retirement or accrue wealth. 

To locate a savings bond, you or your parent can use an online tool called the Treasury Hunt Tool to help you determine if they have any lost bonds before submitting a recovery claim. 

Your parent can also visit the Treasury Direct website and fill out Form 1048, provided that they give a certified signature in the presence of a notary or authorized certifying officer.

If your parent holds stock or shares in a particular company, they may have a stock certificate serving as a legal document representing their ownership. A stock certificate includes the number of shares owned, the date of purchase, the identification number, the corporate seal, and signatures. 

If your parent has lost their stock certificate, they can contact the stock transfer agent to retrieve it, who is responsible for maintaining the company's shareholder records and can help issue a replacement certificate.

To do so, your parent will need to provide the stock transfer agent with the name of the company, the number of shares they own, and any identifying information they have regarding the lost certificate. The transfer agent may also require proof of ownership or a notarized affidavit of loss.

Once the transfer agent has verified your parent's ownership of the shares and processed the necessary paperwork, they can issue a replacement certificate. The process of obtaining a replacement certificate may take several weeks or even months, so it's best to start the process as soon as possible.

Similarly, if your parent has a brokerage account, they can contact their broker to retrieve any lost documents, such as statements or trade confirmations. These documents provide information about your parent's investments and financial transactions for tax or audit purposes.

If your parent is having trouble accessing their brokerage account or retrieving lost documents, they can also contact the brokerage firm's customer service department for assistance. The customer service representative can walk them through the necessary steps to take and may be able to escalate the issue to a supervisor or manager for resolution.

By retrieving these financial documents, you or your parent can ensure that their investments and financial affairs are properly managed and that their financial well-being is secure.

  1. Annuity Contracts, Pension Documents, and Retirement Plans 

Annuities

Person reviewing documents

Annuity contracts are customizable contracts issued by an insurance company that converts an investor’s premiums into a guaranteed fixed income stream. 

Annuities take between five to ten years to grow, meaning that it’s easy for a loved one to misplace an annuity because so much time has elapsed. 

Contact the insurance company directly by phone or letter to retrieve a lost annuity. Give them your parent’s name, date of birth, and Social Security number, and they can provide copies of the contract. 

Pension

A pension refers to a set monthly income that some employers, such as federal and state entities, give their employees after a particular time served on a job. 

If your loved one has lost a pension rather than a 401(k), you can direct your loved one to the U.S. Department of Labor’s Employee Benefits Security Administration or Form 5500 Search.

Retirement Plan

A retirement plan is a financial strategy of saving, investing, and distributing money that your loved one can use to sustain themselves throughout their retirement. 

Your aging parent might have a 401(k) or some other form of retirement account that involves them putting away a percentage of their paycheck directly into this investment fund. 

The easiest way to retrieve unclaimed benefits is through a free, searchable database called the National Registry of Unclaimed Retirement Benefits

However, the National Registry of Unclaimed Retirement Benefits only lists unclaimed benefits that have been reported to the database. 

If your parent's benefits are not listed, it's possible that they have not yet been reported. In this case, you may need to contact the employer or financial institution directly to ask about any unclaimed benefits.

  1. Tax Returns

Keeping track of tax returns and supporting documents allows them to file their taxes accurately and timely. 

The IRS recommends that people keep their tax returns for at least three years. In most cases, seniors should have a copy of their tax return along with any supporting documents used when filing those taxes. 

These documents may include forms such as 1040, W-2, 1099-MISC, 1098, W-4, and supporting documents for charitable donations or other proof of expenses.

If your parent needs to retrieve missing tax information, they can visit the IRS website to receive their tax transcripts by phone, online, or by mail. 

They will need to provide their Social Security or tax ID number, date of birth or date of birth of their spouse (if filing jointly), bank account routing number for direct deposit, and any applicable employment or mortgage rate forms.

  1. Debt

Having your parents' debt and loan documentation can help make sure accounts are properly closed if your parent passes away. 

One option is to check credit reports to see which debts are currently outstanding. Your parent can get a free credit report from each of the three major credit bureaus once a year at annualcreditreport.com

Going through old and new mail, contacting known creditors, and checking voicemails for debt scams can also help you compile a list of all debts.

If your parent is unable to manage their debts on their own, you or another caregiver can help them in paying bills and canceling accounts as needed. 

Notify creditors of any changes, such as a hospitalization or entry into a long-term care facility, to ensure that bills are sent to the correct address and that payments are made on time.

  1. Vehicle Title

Having a copy of a vehicle title ensures that your parent can sell their car or pass it down to a beneficiary in a will.

If your parent has lost their vehicle title, one option is to visit the local Department of Motor Vehicles (DMV) or the Secretary of State's (SOS) website to retrieve a duplicate title. 

Your parent will need to provide identification and documentation of ownership, such as a vehicle registration or insurance card, to obtain a duplicate title.

After providing identification and documentation of ownership, your parent will need to fill out an application for a duplicate title. The application will require information about the vehicle, such as the make, model, year, and vehicle identification number (VIN). Your parent may also need to provide information about any liens on the vehicle.

Once the application is complete and all necessary documentation has been provided, your parent will need to pay a fee to obtain the duplicate title. The fee amount depends on which state you live in. For example, in California, the fee is $23. In Texas, it's only $5.45. 

After the fee is paid, the DMV or SOS will process the application and issue a duplicate title, which your parent can use to sell or transfer ownership of the vehicle. 

Related Article: What Happens To A Leased Vehicle When Someone Dies?

How Can Trustworthy Help Keep These Important Documents Safe?

Trustworthy Family ID screen

Trustworthy is a secure digital platform designed to help seniors and their families manage their important financial and legal documents. By using Trustworthy, seniors and their loved ones can securely store and organize their documents in one centralized location, making it easy to access them whenever they are needed

Here are some ways Trustworthy can help you and your parents keep important documents safe:

  1. Secure Digital Storage: Trustworthy provides a secure and encrypted digital storage platform to store all of your loved one's legal documents and financial records in one place.

  2. Easy Access: Trustworthy lets you and your loved ones access your documents from anywhere, anytime, using any device with internet access.

  3. Organization and Tracking: Trustworthy allows you to easily organize and track your documents, so you always know where they are and when they were last updated.

  4. Secure Sharing: Trustworthy allows you to securely share documents with family members or advisors, giving everyone access to the information they need.

Trustworthy can help give you and your parents peace of mind knowing that your important documents are safe, secure, and easily accessible whenever they are needed. Sign up for a free 14-day trial with Trustworthy today. 

Estate Planning

Legal Documents For Elderly Parents: Checklist

Woman talking with her parents
Trustworthy icon

Ty McDuffey

Apr 15, 2023

As your parents age, keeping track of their legal and financial documents becomes crucial for their well-being. 

Sudden changes in their health can require quick action, and having the necessary paperwork readily available can make all the difference if your parent needs immediate medical attention.

From deeds and power of attorney to living wills and medical history, there are piles of legal documents that seniors should have in order. However, the task of organizing and maintaining these documents can be overwhelming. 

In this article, we’ll provide you with a list of important documents for seniors and offer tips on how to keep them organized and accessible with Trustworthy

Key Takeaways: 

  • Sudden changes in your parents' health can require quick action. Having the necessary paperwork readily available can make all the difference if parents need immediate medical attention.

  • There are several important legal and financial documents that seniors should have in order, including Advance Directives, Living Wills, & Durable Power of Healthcare Attorney (DPOHA).

  • By using Trustworthy, seniors and their loved ones can securely store and organize their documents in one centralized location, making it easy to access them whenever they are needed. 

What Legal Documents Do I Need to Manage My Elderly Parent's Care?

Woman chatting with her mom, signing paperwork

As your elderly parent's health and financial needs change over time, it's important to have the necessary legal documents in place to ensure their well-being. 

To help you keep track of the estate planning documents your elderly parent may need, here's a checklist of important legal documents to have readily available:

  1.  Advance Directives and Living Wills

Advance Directives and Living Wills are two legal documents that ensure your elderly parent's medical wishes are respected in the event of a life-threatening situation or at the end of their life. 

Both documents are notarized and provide instructions on medical care that your parent wishes to receive or avoid.

  • Advance Directives can include instructions about life-sustaining measures, such as whether your parent wants to be put on a ventilator or receive CPR. 

  • Living Wills focus specifically on end-of-life care and may outline your parent's preferences regarding hospice care, palliative care, and other medical interventions.

By having these legal documents in place, your parent's medical providers and caregivers will have a clear understanding of their wishes, which can provide peace of mind for both you and your parents during difficult times.

Related Article: Complete List of Things To Do For Elderly Parents (Checklist)

  1.  Durable Power of Healthcare Attorney (DPOHA)

A Durable Power of Healthcare Attorney (DPOHA) designates a person (and often an alternate) to make medical decisions on behalf of your elderly parent if they become incapacitated or are otherwise unable to make their own medical decisions. 

This document ensures that your parent's medical wishes are respected, even if they are unable to communicate them.

The designated person in the DPOHA is typically a family member, friend, or spouse, but it can be anyone whom your parent designates. 

This person will have the legal authority to make important medical decisions on your parent's behalf, such as whether to consent to or refuse medical treatments or procedures. 

They can also decide where your parent should receive medical care, such as in a hospital or at home with hospice care.

  1. Business Partnership and Corporate Operating Agreements

If your elderly parent is a business owner or partner, having their Business Partnership or Corporate Operating Agreement in place can help you properly manage their business interests. 

These legal documents outline the rights and responsibilities of each partner and the overall structure and purpose of the business. 

These documents are necessary to have if you are involved in managing the business or if you need to make decisions on your parent's behalf. 

For example, if your parent becomes incapacitated and is no longer able to manage the business, you can refer to the partnership agreement to determine who has the legal authority to make business decisions on your parent's behalf.

  • A Business Partnership Agreement is a legal document between two or more partners that sets out their partnership's terms and conditions, including the business's legal structure, each partner's responsibilities, partnership property, and each partner's ownership interest.

  • A Corporate Operating Agreement, on the other hand, is a legal document that outlines how a corporation will operate, including the roles and responsibilities of its officers, directors, and shareholders, as well as how business decisions will be made.

If your parent needs to retrieve a copy of these agreements, they can contact the attorney who helped to legalize the agreement.

  1. Deeds to Property

A property deed is a legal document that proves property ownership and provides a detailed description of the property's boundaries, dimensions, and location. If your elderly parent owns property, having their property deeds readily accessible is necessary if they want to sell the property or pass it down to a loved one. 

If you or your parent cannot locate the property deed, you can try to access it in a few ways. 

One option is to conduct an online search by entering the name of your parent's county or the property's location, followed by the keywords "deed" or "deed search." Doing so may lead you to the local County Recorder's website or an equivalent database, where you can search for and download a copy of the deed.

Another option is to call the County Recorder's Office and speak to a representative. You can also request a copy of the deed by mail by sending a letter to your County Recorder's Office.

Obtaining copies of deeds typically involves paying a fee of no more than $10. 

By having access to the property deed, you or your parent can establish property ownership and make any future transactions involving the property legally binding.

  1. Savings Bonds, Stock Certificates, and Brokerage Accounts

Your elderly parent may have invested in savings bonds, stock, or brokerage accounts throughout their lifetime to fund their retirement or accrue wealth. 

To locate a savings bond, you or your parent can use an online tool called the Treasury Hunt Tool to help you determine if they have any lost bonds before submitting a recovery claim. 

Your parent can also visit the Treasury Direct website and fill out Form 1048, provided that they give a certified signature in the presence of a notary or authorized certifying officer.

If your parent holds stock or shares in a particular company, they may have a stock certificate serving as a legal document representing their ownership. A stock certificate includes the number of shares owned, the date of purchase, the identification number, the corporate seal, and signatures. 

If your parent has lost their stock certificate, they can contact the stock transfer agent to retrieve it, who is responsible for maintaining the company's shareholder records and can help issue a replacement certificate.

To do so, your parent will need to provide the stock transfer agent with the name of the company, the number of shares they own, and any identifying information they have regarding the lost certificate. The transfer agent may also require proof of ownership or a notarized affidavit of loss.

Once the transfer agent has verified your parent's ownership of the shares and processed the necessary paperwork, they can issue a replacement certificate. The process of obtaining a replacement certificate may take several weeks or even months, so it's best to start the process as soon as possible.

Similarly, if your parent has a brokerage account, they can contact their broker to retrieve any lost documents, such as statements or trade confirmations. These documents provide information about your parent's investments and financial transactions for tax or audit purposes.

If your parent is having trouble accessing their brokerage account or retrieving lost documents, they can also contact the brokerage firm's customer service department for assistance. The customer service representative can walk them through the necessary steps to take and may be able to escalate the issue to a supervisor or manager for resolution.

By retrieving these financial documents, you or your parent can ensure that their investments and financial affairs are properly managed and that their financial well-being is secure.

  1. Annuity Contracts, Pension Documents, and Retirement Plans 

Annuities

Person reviewing documents

Annuity contracts are customizable contracts issued by an insurance company that converts an investor’s premiums into a guaranteed fixed income stream. 

Annuities take between five to ten years to grow, meaning that it’s easy for a loved one to misplace an annuity because so much time has elapsed. 

Contact the insurance company directly by phone or letter to retrieve a lost annuity. Give them your parent’s name, date of birth, and Social Security number, and they can provide copies of the contract. 

Pension

A pension refers to a set monthly income that some employers, such as federal and state entities, give their employees after a particular time served on a job. 

If your loved one has lost a pension rather than a 401(k), you can direct your loved one to the U.S. Department of Labor’s Employee Benefits Security Administration or Form 5500 Search.

Retirement Plan

A retirement plan is a financial strategy of saving, investing, and distributing money that your loved one can use to sustain themselves throughout their retirement. 

Your aging parent might have a 401(k) or some other form of retirement account that involves them putting away a percentage of their paycheck directly into this investment fund. 

The easiest way to retrieve unclaimed benefits is through a free, searchable database called the National Registry of Unclaimed Retirement Benefits

However, the National Registry of Unclaimed Retirement Benefits only lists unclaimed benefits that have been reported to the database. 

If your parent's benefits are not listed, it's possible that they have not yet been reported. In this case, you may need to contact the employer or financial institution directly to ask about any unclaimed benefits.

  1. Tax Returns

Keeping track of tax returns and supporting documents allows them to file their taxes accurately and timely. 

The IRS recommends that people keep their tax returns for at least three years. In most cases, seniors should have a copy of their tax return along with any supporting documents used when filing those taxes. 

These documents may include forms such as 1040, W-2, 1099-MISC, 1098, W-4, and supporting documents for charitable donations or other proof of expenses.

If your parent needs to retrieve missing tax information, they can visit the IRS website to receive their tax transcripts by phone, online, or by mail. 

They will need to provide their Social Security or tax ID number, date of birth or date of birth of their spouse (if filing jointly), bank account routing number for direct deposit, and any applicable employment or mortgage rate forms.

  1. Debt

Having your parents' debt and loan documentation can help make sure accounts are properly closed if your parent passes away. 

One option is to check credit reports to see which debts are currently outstanding. Your parent can get a free credit report from each of the three major credit bureaus once a year at annualcreditreport.com

Going through old and new mail, contacting known creditors, and checking voicemails for debt scams can also help you compile a list of all debts.

If your parent is unable to manage their debts on their own, you or another caregiver can help them in paying bills and canceling accounts as needed. 

Notify creditors of any changes, such as a hospitalization or entry into a long-term care facility, to ensure that bills are sent to the correct address and that payments are made on time.

  1. Vehicle Title

Having a copy of a vehicle title ensures that your parent can sell their car or pass it down to a beneficiary in a will.

If your parent has lost their vehicle title, one option is to visit the local Department of Motor Vehicles (DMV) or the Secretary of State's (SOS) website to retrieve a duplicate title. 

Your parent will need to provide identification and documentation of ownership, such as a vehicle registration or insurance card, to obtain a duplicate title.

After providing identification and documentation of ownership, your parent will need to fill out an application for a duplicate title. The application will require information about the vehicle, such as the make, model, year, and vehicle identification number (VIN). Your parent may also need to provide information about any liens on the vehicle.

Once the application is complete and all necessary documentation has been provided, your parent will need to pay a fee to obtain the duplicate title. The fee amount depends on which state you live in. For example, in California, the fee is $23. In Texas, it's only $5.45. 

After the fee is paid, the DMV or SOS will process the application and issue a duplicate title, which your parent can use to sell or transfer ownership of the vehicle. 

Related Article: What Happens To A Leased Vehicle When Someone Dies?

How Can Trustworthy Help Keep These Important Documents Safe?

Trustworthy Family ID screen

Trustworthy is a secure digital platform designed to help seniors and their families manage their important financial and legal documents. By using Trustworthy, seniors and their loved ones can securely store and organize their documents in one centralized location, making it easy to access them whenever they are needed

Here are some ways Trustworthy can help you and your parents keep important documents safe:

  1. Secure Digital Storage: Trustworthy provides a secure and encrypted digital storage platform to store all of your loved one's legal documents and financial records in one place.

  2. Easy Access: Trustworthy lets you and your loved ones access your documents from anywhere, anytime, using any device with internet access.

  3. Organization and Tracking: Trustworthy allows you to easily organize and track your documents, so you always know where they are and when they were last updated.

  4. Secure Sharing: Trustworthy allows you to securely share documents with family members or advisors, giving everyone access to the information they need.

Trustworthy can help give you and your parents peace of mind knowing that your important documents are safe, secure, and easily accessible whenever they are needed. Sign up for a free 14-day trial with Trustworthy today. 

Estate Planning

Legal Documents For Elderly Parents: Checklist

Woman talking with her parents
Trustworthy icon

Ty McDuffey

Apr 15, 2023

As your parents age, keeping track of their legal and financial documents becomes crucial for their well-being. 

Sudden changes in their health can require quick action, and having the necessary paperwork readily available can make all the difference if your parent needs immediate medical attention.

From deeds and power of attorney to living wills and medical history, there are piles of legal documents that seniors should have in order. However, the task of organizing and maintaining these documents can be overwhelming. 

In this article, we’ll provide you with a list of important documents for seniors and offer tips on how to keep them organized and accessible with Trustworthy

Key Takeaways: 

  • Sudden changes in your parents' health can require quick action. Having the necessary paperwork readily available can make all the difference if parents need immediate medical attention.

  • There are several important legal and financial documents that seniors should have in order, including Advance Directives, Living Wills, & Durable Power of Healthcare Attorney (DPOHA).

  • By using Trustworthy, seniors and their loved ones can securely store and organize their documents in one centralized location, making it easy to access them whenever they are needed. 

What Legal Documents Do I Need to Manage My Elderly Parent's Care?

Woman chatting with her mom, signing paperwork

As your elderly parent's health and financial needs change over time, it's important to have the necessary legal documents in place to ensure their well-being. 

To help you keep track of the estate planning documents your elderly parent may need, here's a checklist of important legal documents to have readily available:

  1.  Advance Directives and Living Wills

Advance Directives and Living Wills are two legal documents that ensure your elderly parent's medical wishes are respected in the event of a life-threatening situation or at the end of their life. 

Both documents are notarized and provide instructions on medical care that your parent wishes to receive or avoid.

  • Advance Directives can include instructions about life-sustaining measures, such as whether your parent wants to be put on a ventilator or receive CPR. 

  • Living Wills focus specifically on end-of-life care and may outline your parent's preferences regarding hospice care, palliative care, and other medical interventions.

By having these legal documents in place, your parent's medical providers and caregivers will have a clear understanding of their wishes, which can provide peace of mind for both you and your parents during difficult times.

Related Article: Complete List of Things To Do For Elderly Parents (Checklist)

  1.  Durable Power of Healthcare Attorney (DPOHA)

A Durable Power of Healthcare Attorney (DPOHA) designates a person (and often an alternate) to make medical decisions on behalf of your elderly parent if they become incapacitated or are otherwise unable to make their own medical decisions. 

This document ensures that your parent's medical wishes are respected, even if they are unable to communicate them.

The designated person in the DPOHA is typically a family member, friend, or spouse, but it can be anyone whom your parent designates. 

This person will have the legal authority to make important medical decisions on your parent's behalf, such as whether to consent to or refuse medical treatments or procedures. 

They can also decide where your parent should receive medical care, such as in a hospital or at home with hospice care.

  1. Business Partnership and Corporate Operating Agreements

If your elderly parent is a business owner or partner, having their Business Partnership or Corporate Operating Agreement in place can help you properly manage their business interests. 

These legal documents outline the rights and responsibilities of each partner and the overall structure and purpose of the business. 

These documents are necessary to have if you are involved in managing the business or if you need to make decisions on your parent's behalf. 

For example, if your parent becomes incapacitated and is no longer able to manage the business, you can refer to the partnership agreement to determine who has the legal authority to make business decisions on your parent's behalf.

  • A Business Partnership Agreement is a legal document between two or more partners that sets out their partnership's terms and conditions, including the business's legal structure, each partner's responsibilities, partnership property, and each partner's ownership interest.

  • A Corporate Operating Agreement, on the other hand, is a legal document that outlines how a corporation will operate, including the roles and responsibilities of its officers, directors, and shareholders, as well as how business decisions will be made.

If your parent needs to retrieve a copy of these agreements, they can contact the attorney who helped to legalize the agreement.

  1. Deeds to Property

A property deed is a legal document that proves property ownership and provides a detailed description of the property's boundaries, dimensions, and location. If your elderly parent owns property, having their property deeds readily accessible is necessary if they want to sell the property or pass it down to a loved one. 

If you or your parent cannot locate the property deed, you can try to access it in a few ways. 

One option is to conduct an online search by entering the name of your parent's county or the property's location, followed by the keywords "deed" or "deed search." Doing so may lead you to the local County Recorder's website or an equivalent database, where you can search for and download a copy of the deed.

Another option is to call the County Recorder's Office and speak to a representative. You can also request a copy of the deed by mail by sending a letter to your County Recorder's Office.

Obtaining copies of deeds typically involves paying a fee of no more than $10. 

By having access to the property deed, you or your parent can establish property ownership and make any future transactions involving the property legally binding.

  1. Savings Bonds, Stock Certificates, and Brokerage Accounts

Your elderly parent may have invested in savings bonds, stock, or brokerage accounts throughout their lifetime to fund their retirement or accrue wealth. 

To locate a savings bond, you or your parent can use an online tool called the Treasury Hunt Tool to help you determine if they have any lost bonds before submitting a recovery claim. 

Your parent can also visit the Treasury Direct website and fill out Form 1048, provided that they give a certified signature in the presence of a notary or authorized certifying officer.

If your parent holds stock or shares in a particular company, they may have a stock certificate serving as a legal document representing their ownership. A stock certificate includes the number of shares owned, the date of purchase, the identification number, the corporate seal, and signatures. 

If your parent has lost their stock certificate, they can contact the stock transfer agent to retrieve it, who is responsible for maintaining the company's shareholder records and can help issue a replacement certificate.

To do so, your parent will need to provide the stock transfer agent with the name of the company, the number of shares they own, and any identifying information they have regarding the lost certificate. The transfer agent may also require proof of ownership or a notarized affidavit of loss.

Once the transfer agent has verified your parent's ownership of the shares and processed the necessary paperwork, they can issue a replacement certificate. The process of obtaining a replacement certificate may take several weeks or even months, so it's best to start the process as soon as possible.

Similarly, if your parent has a brokerage account, they can contact their broker to retrieve any lost documents, such as statements or trade confirmations. These documents provide information about your parent's investments and financial transactions for tax or audit purposes.

If your parent is having trouble accessing their brokerage account or retrieving lost documents, they can also contact the brokerage firm's customer service department for assistance. The customer service representative can walk them through the necessary steps to take and may be able to escalate the issue to a supervisor or manager for resolution.

By retrieving these financial documents, you or your parent can ensure that their investments and financial affairs are properly managed and that their financial well-being is secure.

  1. Annuity Contracts, Pension Documents, and Retirement Plans 

Annuities

Person reviewing documents

Annuity contracts are customizable contracts issued by an insurance company that converts an investor’s premiums into a guaranteed fixed income stream. 

Annuities take between five to ten years to grow, meaning that it’s easy for a loved one to misplace an annuity because so much time has elapsed. 

Contact the insurance company directly by phone or letter to retrieve a lost annuity. Give them your parent’s name, date of birth, and Social Security number, and they can provide copies of the contract. 

Pension

A pension refers to a set monthly income that some employers, such as federal and state entities, give their employees after a particular time served on a job. 

If your loved one has lost a pension rather than a 401(k), you can direct your loved one to the U.S. Department of Labor’s Employee Benefits Security Administration or Form 5500 Search.

Retirement Plan

A retirement plan is a financial strategy of saving, investing, and distributing money that your loved one can use to sustain themselves throughout their retirement. 

Your aging parent might have a 401(k) or some other form of retirement account that involves them putting away a percentage of their paycheck directly into this investment fund. 

The easiest way to retrieve unclaimed benefits is through a free, searchable database called the National Registry of Unclaimed Retirement Benefits

However, the National Registry of Unclaimed Retirement Benefits only lists unclaimed benefits that have been reported to the database. 

If your parent's benefits are not listed, it's possible that they have not yet been reported. In this case, you may need to contact the employer or financial institution directly to ask about any unclaimed benefits.

  1. Tax Returns

Keeping track of tax returns and supporting documents allows them to file their taxes accurately and timely. 

The IRS recommends that people keep their tax returns for at least three years. In most cases, seniors should have a copy of their tax return along with any supporting documents used when filing those taxes. 

These documents may include forms such as 1040, W-2, 1099-MISC, 1098, W-4, and supporting documents for charitable donations or other proof of expenses.

If your parent needs to retrieve missing tax information, they can visit the IRS website to receive their tax transcripts by phone, online, or by mail. 

They will need to provide their Social Security or tax ID number, date of birth or date of birth of their spouse (if filing jointly), bank account routing number for direct deposit, and any applicable employment or mortgage rate forms.

  1. Debt

Having your parents' debt and loan documentation can help make sure accounts are properly closed if your parent passes away. 

One option is to check credit reports to see which debts are currently outstanding. Your parent can get a free credit report from each of the three major credit bureaus once a year at annualcreditreport.com

Going through old and new mail, contacting known creditors, and checking voicemails for debt scams can also help you compile a list of all debts.

If your parent is unable to manage their debts on their own, you or another caregiver can help them in paying bills and canceling accounts as needed. 

Notify creditors of any changes, such as a hospitalization or entry into a long-term care facility, to ensure that bills are sent to the correct address and that payments are made on time.

  1. Vehicle Title

Having a copy of a vehicle title ensures that your parent can sell their car or pass it down to a beneficiary in a will.

If your parent has lost their vehicle title, one option is to visit the local Department of Motor Vehicles (DMV) or the Secretary of State's (SOS) website to retrieve a duplicate title. 

Your parent will need to provide identification and documentation of ownership, such as a vehicle registration or insurance card, to obtain a duplicate title.

After providing identification and documentation of ownership, your parent will need to fill out an application for a duplicate title. The application will require information about the vehicle, such as the make, model, year, and vehicle identification number (VIN). Your parent may also need to provide information about any liens on the vehicle.

Once the application is complete and all necessary documentation has been provided, your parent will need to pay a fee to obtain the duplicate title. The fee amount depends on which state you live in. For example, in California, the fee is $23. In Texas, it's only $5.45. 

After the fee is paid, the DMV or SOS will process the application and issue a duplicate title, which your parent can use to sell or transfer ownership of the vehicle. 

Related Article: What Happens To A Leased Vehicle When Someone Dies?

How Can Trustworthy Help Keep These Important Documents Safe?

Trustworthy Family ID screen

Trustworthy is a secure digital platform designed to help seniors and their families manage their important financial and legal documents. By using Trustworthy, seniors and their loved ones can securely store and organize their documents in one centralized location, making it easy to access them whenever they are needed

Here are some ways Trustworthy can help you and your parents keep important documents safe:

  1. Secure Digital Storage: Trustworthy provides a secure and encrypted digital storage platform to store all of your loved one's legal documents and financial records in one place.

  2. Easy Access: Trustworthy lets you and your loved ones access your documents from anywhere, anytime, using any device with internet access.

  3. Organization and Tracking: Trustworthy allows you to easily organize and track your documents, so you always know where they are and when they were last updated.

  4. Secure Sharing: Trustworthy allows you to securely share documents with family members or advisors, giving everyone access to the information they need.

Trustworthy can help give you and your parents peace of mind knowing that your important documents are safe, secure, and easily accessible whenever they are needed. Sign up for a free 14-day trial with Trustworthy today. 

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Related Articles

funeral planning timeline
funeral planning timeline
funeral planning timeline

Feb 20, 2024

Funeral Planning Timeline: How Long Does it Really Take?

writing a heartfelt obituary for your husband
writing a heartfelt obituary for your husband
writing a heartfelt obituary for your husband

Feb 15, 2024

Writing a Heartfelt Obituary for Your Husband: Inspiring Examples

planning your funeral
planning your funeral
planning your funeral

Feb 14, 2024

Planning Your Funeral: The Best Age To Start

crafting a loving obituary for your son
crafting a loving obituary for your son
crafting a loving obituary for your son

Feb 14, 2024

Crafting a Loving Obituary For Your Son: Meaningful Examples

improving communication between caregivers and doctors
improving communication between caregivers and doctors
improving communication between caregivers and doctors

Jan 18, 2024

Improving Communication Between Caregivers and Doctors

copy of a death certificate
copy of a death certificate
copy of a death certificate

Nov 29, 2023

Can Anyone Get a Copy of a Death Certificate? Who Is Authorized?

original death certificate vs. certified copy
original death certificate vs. certified copy
original death certificate vs. certified copy

Nov 25, 2023

Original Death Certificate vs. Certified Copy: Key Differences And Why They Matter

handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy

Nov 25, 2023

How Do You Handle Negative Aspects of the Deceased's Life in a Eulogy?

more then one eulogy at a funeral
more then one eulogy at a funeral
more then one eulogy at a funeral

Nov 25, 2023

Can There Be More Then One Eulogy at a Funeral? Etiquette Explained

parent retirement pension
parent retirement pension
parent retirement pension

Nov 24, 2023

My Dad Died, Can I Get His Retirement Pension?

death certificate copies
death certificate copies
death certificate copies

Nov 24, 2023

How Many Copies of a Death Certificate Should You Get?

can a eulogy be funny
can a eulogy be funny
can a eulogy be funny

Nov 24, 2023

Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples

receive inheritance money without any issues
receive inheritance money without any issues
receive inheritance money without any issues

Nov 24, 2023

How Do You Receive Inheritance Money WITHOUT any issues?

tax refund of a deceased person
tax refund of a deceased person
tax refund of a deceased person

Nov 17, 2023

Who Gets The Tax Refund of A Deceased Person? An Accountant Answers

how to start a eulogy
how to start a eulogy
how to start a eulogy

Nov 17, 2023

How To Start a Eulogy: 15 Heartfelt Examples

son talking to elder parents seriously
son talking to elder parents seriously
son talking to elder parents seriously

Nov 14, 2023

How To Discuss End-of-Life Care With Parents (Simple Guide)

how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions

Nov 14, 2023

How To Cancel a Deceased Person's Subscriptions the EASY Way

what should you not put in a eulogy
what should you not put in a eulogy
what should you not put in a eulogy

Nov 8, 2023

What Should You Not Put in a Eulogy (9 Things To Avoid)

how are estates distributed if there's no will
how are estates distributed if there's no will
how are estates distributed if there's no will

Nov 7, 2023

How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate

microsoft word obituary template
microsoft word obituary template
microsoft word obituary template

Nov 6, 2023

Does Microsoft Word Have an Obituary Template?

how to post an obituary on facebook
how to post an obituary on facebook
how to post an obituary on facebook

Nov 6, 2023

How To Post an Obituary on Facebook: A Step-by-Step Guide

death certificate for estate & probate process
death certificate for estate & probate process
death certificate for estate & probate process

Nov 6, 2023

Why Do You Need A Death Certificate For Estate & Probate Process?

correct errors on a death certificate
correct errors on a death certificate
correct errors on a death certificate

Nov 2, 2023

How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?

steps for writing a eulogy for mom
steps for writing a eulogy for mom
steps for writing a eulogy for mom

Nov 2, 2023

12 Steps For Writing a Eulogy For Mom

steps for writing a eulogy for dad
steps for writing a eulogy for dad
steps for writing a eulogy for dad

Nov 2, 2023

12 Steps for Writing a Eulogy for Dad

who does the obituary when someone dies
who does the obituary when someone dies
who does the obituary when someone dies

Nov 1, 2023

Who Does The Obituary When Someone Dies?

Nov 1, 2023

How Late Is Too Late For An Obituary? 6 Steps To Take Today

how-much-does-obituary-cost
how-much-does-obituary-cost
how-much-does-obituary-cost

Nov 1, 2023

How Much Does It Cost To Publish An Obituary? Breaking It Down

reasons you need an obituary
reasons you need an obituary
reasons you need an obituary

Nov 1, 2023

6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)

where do you post an obituary
where do you post an obituary
where do you post an obituary

Oct 30, 2023

Where Do You Post an Obituary: A Step-By-Step Guide

obituary vs death note
obituary vs death note
obituary vs death note

Oct 30, 2023

Obituary vs Death Note: What Are the Key Differences?

buying a house with elderly parent
buying a house with elderly parent
buying a house with elderly parent

Oct 5, 2023

Buying A House With Elderly Parent: 10 Things To Know

trapped caring for elderly parents
trapped caring for elderly parents
trapped caring for elderly parents

Sep 14, 2023

I'm Trapped Caring for Elderly Parents

401k and minors
401k and minors
401k and minors

Oct 5, 2023

401(k) and Minors: Can a Minor be a Beneficiary?

How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k

Sep 12, 2023

How to Self-Direct Your 401(k): Take Control of Your Retirement

grandparents
grandparents
grandparents

Aug 3, 2023

The Ultimate Guide to Decluttering and Simplifying Your Home as You Age

Aug 3, 2023

The Essential Guide to Preparing for Retirement

Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)

Aug 3, 2023

Estate Planning For Blended Families (Complete Guide)

Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)

Aug 3, 2023

Estate Planning For Physicians (Complete Guide)

are you legally responsible for your elderly parents
are you legally responsible for your elderly parents
are you legally responsible for your elderly parents

Jul 14, 2023

Are You Legally Responsible For Your Elderly Parents?

Multi-generational family walking through a field
Multi-generational family walking through a field
Multi-generational family walking through a field

Jun 7, 2023

How To Travel With Elderly Parent: Here's How to Prepare

Retirement center
Retirement center
Retirement center

Jun 6, 2023

Checklist For Moving A Parent To Assisted Living

Elderly parents with son
Elderly parents with son
Elderly parents with son

Jun 6, 2023

How to Set Up A Trust For An Elderly Parent: 6 Easy Steps

Daughter helping her mom review paperwork
Daughter helping her mom review paperwork
Daughter helping her mom review paperwork

Jun 6, 2023

How To Stop Elderly Parents From Giving Money Away (9 Tips)

Elderly parents signing documents
Elderly parents signing documents
Elderly parents signing documents

Jun 6, 2023

Should Elderly Parents Sign Over Their House? Pros & Cons

A couple looking at their computer
A couple looking at their computer
A couple looking at their computer

May 17, 2023

Estate Planning: A Comprehensive Guide

Helping elderly parents - the complete guide
Helping elderly parents - the complete guide
Helping elderly parents - the complete guide

May 2, 2023

Helping Elderly Parents: The Complete Guide

Family seated on sofa having a discussion
Family seated on sofa having a discussion
Family seated on sofa having a discussion

May 1, 2023

Trustworthy guide: How to organize your digital information

Person signing a document
Person signing a document
Person signing a document

Apr 15, 2023

Can My Husband Make a Will Without My Knowledge?

Son on father's shoulders
Son on father's shoulders
Son on father's shoulders

Apr 15, 2023

What is a Last Will and Testament (also known as a Will)?

A couple looking at a document with a calculator
A couple looking at a document with a calculator
A couple looking at a document with a calculator

Apr 15, 2023

Can A Wife Sell Deceased Husband's Property (6 Rules)

Paper shredding
Paper shredding
Paper shredding

Apr 15, 2023

Should I Shred Documents Of A Deceased Person? (5 Tips)

Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?

Apr 15, 2023

Can I Change My Power of Attorney Without A Lawyer?

Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)

Apr 15, 2023

Can You Have Two Power of Attorneys? (A Lawyer Answers)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Apr 15, 2023

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)

Apr 15, 2023

Estate Planning for a Special Needs Child (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)

Apr 15, 2023

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Elderly Parents
Estate Planning For Elderly Parents
Estate Planning For Elderly Parents

Apr 15, 2023

Estate Planning For Elderly Parents (Complete Guide)

Woman talking with an advisor in a house
Woman talking with an advisor in a house
Woman talking with an advisor in a house

Apr 15, 2023

Estate Planning For High Net Worth & Large Estates

Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)

Apr 15, 2023

Estate Planning For Irresponsible Children (Complete Guide)

How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?

Apr 15, 2023

How To Get Power of Attorney For Parent With Dementia?

I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?

Apr 15, 2023

I Lost My Power of Attorney Papers, Now What?

White house
White house
White house

Apr 15, 2023

Is It Better To Sell or Rent An Inherited House? (Pros & Cons)

Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice

Apr 15, 2023

Is It Wrong To Move Away From Elderly Parents? My Advice

Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know

Apr 15, 2023

Moving An Elderly Parent Into Your Home: What To Know

Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

Apr 15, 2023

Moving An Elderly Parent to Another State: What To Know

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

Apr 15, 2023

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

A couple reviewing documents and signing them
A couple reviewing documents and signing them
A couple reviewing documents and signing them

Apr 15, 2023

What To Bring To Estate Planning Meeting (Checklist)

A couple in a meeting with a professional
A couple in a meeting with a professional
A couple in a meeting with a professional

Apr 15, 2023

When Should You Get An Estate Plan? (According To A Lawyer)

Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

Apr 15, 2023

Which Sibling Should Take Care of Elderly Parents?

Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)

Apr 15, 2023

Who Can Override A Power of Attorney? (A Lawyer Answers)

Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

Apr 15, 2023

Can Power of Attorney Sell Property Before Death?

Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

Apr 15, 2023

Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

Elderly parents working with a professional
Elderly parents working with a professional
Elderly parents working with a professional

Apr 15, 2023

Complete List of Things To Do For Elderly Parents (Checklist)

Reviewing paperwork with lawyer
Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

How To Get Power of Attorney For A Deceased Person?

Apr 15, 2023

How To Help Elderly Parents From A Distance? 7 Tips

Woman talking with her parents
Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

House
House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

Apr 15, 2023

What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

Apr 6, 2023

Can An Out of State Attorney Write My Will? (A Lawyer Answers)

People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

Mar 15, 2023

Settling an Estate: A Step-by-Step Guide

Check on the table
Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

Someone filling out a social security benefits application form
Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

Feb 1, 2023

Deleting A Facebook Account When Someone Dies (Step by Step)

Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)

Feb 1, 2023

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide

Feb 1, 2023

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

Person typing on a laptop
Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)

Apr 15, 2022

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?