Legal + Financial Checklist – Caregiver Binder Printable
Make sure nothing gets missed when it matters most. This Legal + Financial Checklist helps families caring for aging parents locate, organize, and track every critical document — part of the Caregiver Binder collection.Simple checkbox format with three columns (Located, Copy Made, Advisor Notified) so you always know exactly where things stand.What's Included 1 x Legal + Financial Checklist printable (PDF, US Letter 8.5" x 11") 10 essential document categories with checkbox tracking: Will & Testament Power of Attorney – Medical Power of Attorney – Financial Living Will / Advance Directive Life Insurance Policy Home / Property Insurance Bank Accounts & Beneficiaries Investment / RRSP Accounts Safe or Lockbox Location Funeral Preferences Notes/location line under each item High-resolution PDF, 300 DPI — print-ready How to Use Download and print at home or at a local print shop Work through each document category with your family Check off boxes as documents are located and copied Store in your Caregiver Binder for easy reference File Details High-resolution PDF, 300 DPI US Letter size (8.5" x 11") Instant digital download — nothing will be shipped Part of the complete 6-page Caregiver Binder — get all pages and save!