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checklist for legal things need for an elderly parent with memory issues

Gather important personal details (full name, birthdate, Social Security number, etc.)

Compile a list of emergency contacts (family members, doctors, attorneys, etc.)

Obtain copies of identification documents (driver's license, passport, Medicare card, etc.)

Collect financial documents (bank statements, retirement account information, investment portfolios, etc.)

Make a list of all income sources (pensions, Social Security benefits, rental income, etc.)

Document all outstanding debts (mortgages, credit cards, loans, etc.)

Compile insurance policies (health, life, long-term care, etc.)

Consider setting up a durable power of attorney for financial matters

Locate the original or copies of important legal documents (will, trust, advance directive, etc.)

Review and update legal documents if necessary

Determine if a guardianship or conservatorship is required

Consult with an elder law attorney for legal advice and guidance

Gather medical records and medication information

Make a list of healthcare providers (primary care physician, specialists, therapists, etc.)

Ensure the parent's preferences are documented in an advance healthcare directive

Discuss end-of-life wishes, including resuscitation preferences and organ donation

Consider appointing a healthcare proxy or agent

Assess the parent's current living situation and explore available options (aging in place, assisted living, nursing home, etc.)

Research and evaluate long-term care insurance policies

Understand Medicaid and Veterans Affairs benefits eligibility

Consult with a geriatric care manager or social worker for assistance

Remember to customize this checklist to suit your specific needs and consult with professionals when necessary.

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