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If you are the guardian of an elderly relative, you are responsible for the management and safety of that relative's assets. As such, you must gather all the important documents needed to manage those assets. In doing so, you may find the checklist below helpful in creating your own personal Document Checklist.

Because laws that impose responsibilities on guardians must be carefully followed, your attorney should assist you in clearly understanding your legal responsibilities as a guardian and the proper execution of those responsibilities.

	Notes:
____ Power of Attorney	____________________________________
____ Living Will	____________________________________
____ Guardianship Papers	____________________________________
____ Trust Documents	____________________________________
____ Deeds	____________________________________
____ Land Grants	____________________________________
____ Water Rights	____________________________________
____ Mortgages	____________________________________
____ Leases	____________________________________
____ Bonds	____________________________________
____ Loans	____________________________________
____ Contracts	____________________________________
____ Tax Notices	____________________________________
____ Abstracts of Title	____________________________________
____ Vehicle Titles	____________________________________
____ Bank Statements	____________________________________
____ Pass Books	____________________________________
____ Checkbook Registers	____________________________________
____ Mutual Fund Statements	____________________________________
____ IRA Statements	___________________________________
____ Stock Certificates	___________________________________
____ Canceled Checks	___________________________________
____ Bills	___________________________________
____ Receipts	___________________________________
____ Check Stubs	___________________________________
____ Social Security Documents	___________________________________
____ Retirement Papers	___________________________________
____ Pension Documents	___________________________________
____ Income Tax Returns	___________________________________
____ Will	___________________________________