Helps assets bypass the lengthy and public probate process. 2. Financial Management
The National Institute on Aging provides a comprehensive checklist for "Getting Your Affairs in Order".
AARP offers a specific legal checklist geared toward caregivers managing an aging parent's needs.
Specifically discharge papers (DD-214), which are often required to claim veteran-specific burial or health benefits. Resources for Checklists
Specifies how assets should be distributed after death.
A central file containing bank account lists, deeds to property, vehicle titles, and insurance policies. 3. Personal Identification & Records
If you are looking for important paperwork for (seniors or aging parents), the most critical "papers" to have in place fall into legal, medical, and financial categories. 1. Essential Legal & Medical Documents
Certified copies of your Birth Certificate , Social Security Card , Passport , and Marriage/Divorce papers .