Essential Documents Every Senior Needs

January 16th, 2018 by John Wilson

The Internet has taken over much of the information gathering people do every day. However, it is in your best interests to store certain important documents in a safe location, especially in the event of a massive power or Internet outage. The following list can help ensure your loved one has all of the necessary documents, even while living in Oklahoma assisted living facilities.

Important Contacts

If something happens to your senior loved one, you will need to know who to contact for any number of purposes. For instance, you will need to be able to contact their financial advisor, attorney, insurance agent, trust officer and many others. This will help you get affairs in order as needed without having to worry about how you will find out where to reach anyone. All of this information should be kept together in a safe place.

Personal Documents

Everyone should keep all of their important identification and personal documents in a fireproof safe inside their home for use when needed. This includes a variety of documents, such as:

This will ensure everything is easily accessible when it is needed and there are no long wait times to obtain this important documentation. If you need to keep the originals with you or in another location, keeping a file of the copies in one place can also be helpful.

Assisted living facilities encourage their residents to keep a list of important numbers.

Keep important numbers close by in assisted living.

Health Information

As seniors get older, it’s not uncommon to begin suffering from a number of ailments, which is why they often seek assisted living options in Oklahoma City. These medical conditions can often be difficult to keep track of. Seniors also must begin preparing for end of life situations. This all requires proper legal documentation. To help your family with these issues, Oklahoma assisted living services recommend keeping a file on hand that includes insurance policies, medical power of attorney papers, personal medical history, copies of insurance cards, any living wills, authorizations for healthcare record release and more. If anything were to happen, this would ensure your family members would know exactly how you want things handled, making the situation a little less stressful for everyone.

Financial Information

Finances can be a tricky area and many seniors hesitate to share this information with loved ones for a number of reasons. However, in the event of an emergency, it’s important to keep all of your financial documents in order so anyone who needs them will be able to quickly and easily access them. This information should include the location and account numbers for any bank accounts, credit card information, pension or 401k documents, vehicle title and registration, home deed, power of attorney papers, any savings bonds or stock certificates, tax returns and more.

If you’re interested in finding out more about the documentation you need to keep in order, contact us. Our Oklahoma assisted living facility can help you make sure everything is ready in the event of an emergency.

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