Using the Document Locator

This Legal & Financial Document Locator is intended to be a helpful tool for use at home to organize your loved one’s legal and financial records. Download it, print it, and fill it out. There are numerous blank spaces provided so you can personalize your list. 

Once completed, provide copies to a few trusted family members as well as your loved one’s lawyer and their power of attorney to have in case of an emergency. By keeping all the most important medical, legal, and financial details in one place, you and your loved one won’t have to scramble to find it or remember it during a crisis.