Are you the Caregiver for a loved one who is a senior? Are you concerned that as a caregiver you don’t have everything you need in place? The following is a checklist of things caregivers of seniors should consider putting in place.


  • Create a list of all medications and supplements taken to include dosage information because hospitals and physicians request this when treating a patient.
  • Prepare a list of physicians and other healthcare providers who have been providing them care. Include name, address and phone numbers.
  • Create a medical history because physicians and hospitals often ask for a medical history when treating patients.


If your loved one is capable of doing so, consider the following:

  • If a Last Will and Testament is not in place, prepare a Last Will and Testament because your loved one will be able to direct who receives his or her estate.
  • If no Power of Attorney is in place , prepare a Power of Attorney naming an agent to deal with financial matters.
  • If no Health Care Directive is in place, prepare a Health Care Directive naming an agent to make medical decisions. Complete the treatment preferences section so there is no misunderstanding of treatment preferences.
  • Prepare a Revocable Living Trust and retitle assets into the trust to provide for an easy transition of assets after your loved one’s death.

General / Other

  • Compile a list of family to notify in the event of an emergency.
  • Create a list of your loved one’s final wishes, if they wish to do so.
  • Make final arrangements if your loved one wishes to do so.
  • Engage a financial planner to review your loved one’s finances so that you understand financial projections for their care.
  • Create a list of accounts with usernames, passwords, account numbers, etc. so that it is readily available when needed.

We work with individuals and families to develop estate plans that include Wills, Revocable Living Trusts, Powers of Attorney and Health Care Directives. To discuss your specific case, call us today at (678)781-9230 or email us at to schedule an appointment.


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