ELDER LAW DOCUMENTS: Please bring as many of the following documents as you can easily find to your appointment

1. Birth Certificates 17. Guardianships/Conservatorship Docs 2. Social Security Cards	18. Documents showing either of above

3. Medicare Cards	19. Most current accounting of guardian-

ship (copy that has been presented

4. Drivers License	to the court)

5. Health Insurance Card	20. Safe Deposit Box: Contents must be	listed in the presence of a bank

6. Donor Card	officer and notarized.

*7. Boat and Camper Titles	*21. Property: Deeds, sales contracts,

current tax assessment documents,

*8. Automobile Titles	mobile home title, life estate

document, if property has been

*9. Power of Attorney	transferred. Bring document showing	date of transfer.

*10. Last Will and Testament

*22. Bank Accounts: Current bank state-

11. Cemetery Plot Deed	ments and/or passbooks and/or

checkbook to verify checking and

*12. Rent or Mortgage Payment Receipts	savings account for past 6 (six)

Property Tax Statements	months please.

13. Paid or unpaid utility bills for

last month preceding applications.	*23. Insurance Policies: Burial Insurance

Policies, Burial Trust Document,

14. If divorced or separated, bring in	Life Insurance Policies, Health

divorce/separation papers.	Insurance Policies.

*15. A letter or uncashed check received	*24. Annual notice of benefits from the

from Social Security, SSI, Veteran's, etc.	Social Security Administration.

*16. Copies of stock documents	*25. Most recent tax return statements