Being a Guardian: Documents to Gather

If you have been appointed the guardian of a person (adult or minor) you will be responsible for the safety of that person as well as management of that person’s estate. You will need certain documents to be able to manage the estate of that person. This checklist will help you with the documents you will need. Speak to an attorney to understand your legal rights and duties as the guardian.

 

DocumentNotes
Guardianship Papers (Y/N)
Power of Attorney (Y/N)
Will (Y/N)
Living Will (Y/N)
Deeds (Y/N)
Trust Documents (Y/N)
Water Rights (Y/N)
Land Grants (Y/N)
Leases (Y/N)
Mortgages (Y/N)
Loans (Y/N)
Bonds (Y/N)
Contracts (Y/N)
Vehicle Titles (Y/N)
Abstract of Title (Y/N)
Tax Notice (Y/N)
Pass Books (Y/N)
Bank Statements (Y/N)
Checkbook Registers (Y/N)
Check Stubs (Y/N)
Canceled Checks (Y/N)
Stock Certificates (Y/N)
IRA Statements (Y/N)
Mutual Fund Statement  (Y/N)
Receipts (Y/N)
Bills (Y/N)
Social Security Documents (Y/N)
Pension Documents (Y/N)
Retirement Papers (Y/N)
Income Tax Returns (Y/N)

 

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