Legal Documents

Legal Documents

Funeral, Burial, and Final Wishes Planning Checklist

A practical checklist for documenting funeral preferences, burial or cremation wishes, contacts, military records, and payment details.

Legal Documents

Choosing a Trusted Contact for Banks and Financial Accounts

How trusted contacts can help financial institutions respond to suspected exploitation, confusion, or urgent account concerns.

Legal Documents

Build an Emergency Binder Before It Is Needed

What to include in an emergency binder so family, caregivers, doctors, and first responders can act quickly.

Legal Documents

Protecting Older Adults From Scams and Financial Abuse

Warning signs, prevention steps, reporting options, and family safeguards for scams, exploitation, and suspicious financial activity.

Legal Documents

Documents to Organize Before a Retirement Move or Care Change

A clear document checklist for health, legal, financial, home, insurance, emergency, and family records.