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Home›Expert Advice›5 Legal Documents All Seniors Should Already Have

5 Legal Documents All Seniors Should Already Have

By Our Editorial Team  |  Published January 12, 2023

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Our editorial team verifies all financial and lifestyle information for accuracy and relevance to senior living.

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Image By Piotr Swat From Shutterstock

#1 DPOA – Durable Power of Attorney

A DPOA, which is short for “durable power of attorney,” is a document that will end up giving an appointed person the legal right to conduct certain actions in the name of another person. This means that you can leave someone in charge of some affairs that you may not be able to conduct due to an illness or other issues. A DPOA will be appointed by you, and it can be anyone you may want, be it an attorney or someone from your family.

The DPOA will be able to take definitive decisions over a few areas of your life, including:

  • Banking
  • Government benefits
  • Beneficiary transitions of an estate trust
  • Estate trusts
  • Real Estate
  • Financial investments
  • Family and personal maintenance issues

Keep in mind that the DPOA will end up being legally responsive and have all the power over this area once the document is signed. This means that the person you appointed will have these rights granted until you pass away. While there is no need to have an active DPOA when you are in good health, it is a good idea to have one on hand if you know you have an illness that could at one point prevent you from taking care of some of these matters.

What’s more, make sure that if you draft a DPOA and want to complete it eventually, it meets all the state law requirements for such a document.

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29 responses to “5 Legal Documents All Seniors Should Already Have”

  1. Linda Ness says:
    January 19, 2023 at 2:55 am

    How do I get copies of the 5 documents/forms I need?

    Reply
    • brenda humphrey says:
      January 25, 2023 at 10:58 am

      ….my thoughts exactly. I’d also like to have a copy of this article w/o the advertisements.

      Reply
    • Georgia Woodard says:
      January 25, 2023 at 9:10 pm

      I belong to the Womans club,
      I would like to get copies of the 5 documents/forms that I need, also.

      Reply
    • Cheryl Turckes says:
      January 26, 2023 at 12:22 am

      I would like to know as well.

      Reply
    • Patti says:
      March 11, 2023 at 7:50 pm

      Google on-line for your state (e.g., DPOA for Florida; Wills in Virginia). That’s a good start, anyway. I did all myself paying a fee ($99) to make sure that all of the forms were legal in my state, etc. It can be done from one source, as I did, or you can Google separately for each document you need. General advice, I guess, is to keep it all simple…

      Reply
    • Greg says:
      March 12, 2023 at 11:24 pm

      Linda,

      Look up above where there are 6 squares #1 thru #6. When you click on #1 it will talk to you about the forms. Starting at # 2 discusses the first form and going through to #6 that is the last form. #2 through #6 talks about each type of form. They don’t provide any actual forms but rather how each one affects you – Lawyer will have each form that you might need. You can list each type and if you go see a lawyer bring that list with you and he can advise you legally how each one handles your request in the case of your death. Hope this helps

      Reply
    • Mary says:
      March 13, 2023 at 2:28 pm

      Legal Documents

      Reply
    • Tyrone Lott says:
      May 9, 2023 at 2:27 pm

      How do I get copies of the 5 documents/forms I need?

      Reply
    • Faith Hankins says:
      November 24, 2023 at 7:53 pm

      We can to our Library and get books on how to make a will-make or a power of attorney- make a trust fund or but make sure you know the difference meaning revocable and non-revocable-trust funds are very expensive to do and pay whoever holds this form. A medical form can be done at your Dr.office most have that form. OR if you go back to your mail you can click on there when your mouse comes up up-click. Hope this helps.

      Reply
    • Bruce B Pajak says:
      November 27, 2023 at 6:46 pm

      Not helpful at all, just a hook and sinker with no helpful informatiom !

      Reply
    • raul carrasco says:
      March 4, 2024 at 7:39 pm

      i need copies of the five documents/forms. thank you

      Reply
  2. brenda humphrey says:
    January 25, 2023 at 11:00 am

    ….my thoughts exactly. I’d also like to have a copy of this article w/o the advertisements.

    Reply
  3. Mike lay says:
    January 25, 2023 at 12:18 pm

    I need a will and a trust so this stupid government can’t touch what have

    Reply
  4. James Knee shield says:
    January 25, 2023 at 1:36 pm

    It would have been nice if you posted these necessary items. As seniors we don’t often remember what to have for our kids to make our passing easy .

    Reply
  5. Joni Grable says:
    January 26, 2023 at 12:23 am

    I am very interested in having these documents available. I worry about what could happen if I don’t have things in order if I wind up in a long term care facility or on my death.

    Reply
  6. David M. Coffey says:
    January 26, 2023 at 11:33 am

    What 5 Legal documents are they? What’s the cost of these documents and do they meet the state of Pennsylvania’s Law?

    Reply
  7. Karen C Gerald says:
    January 31, 2023 at 3:41 pm

    How do I obtain these documents?

    Reply
  8. Judith Arndt says:
    February 9, 2023 at 11:34 am

    For our 1st anniversary, my Husband took me to a Funeral home and we made arrangements for our deaths. Everything was set up except for what we would wear and the flowers. Everything went on a payment plan and when that was paid for, the interest kept accumulating – so our funeral is paid in full. Then our 2nd anniversary, we bought burial plots. The 3rd year we bought a marker, monument, with all the information, except date of death, the next year we got a Trust made out. Every year thereafter, we update it.

    Reply
  9. Ruthann Sayers says:
    February 15, 2023 at 1:42 am

    Where do we get these forms.

    Reply
    • david gazes says:
      July 2, 2023 at 4:11 pm

      Can I file an estate planning myself at no Cost being over 65

      Reply
  10. DiAnne Fentress-Rowe says:
    March 8, 2023 at 2:35 pm

    Is there a place to locate these documents without having to pay for an attorney? Are there sites that offer these documents, to be filled out, for free or at low cost?

    Reply
  11. Kathleen Schiavo says:
    March 23, 2023 at 9:30 am

    Can you tell me what are the 5 documents?

    Reply
  12. Floyd Carabajal says:
    November 25, 2023 at 8:33 pm

    I was a store manager at Office Depot and we carried multiple packets of documents, most of the ones mentioned in this email. They start at $9.99 to $19.99…hope this helps!

    Reply
    • Reginald Masten says:
      March 8, 2024 at 6:00 pm

      That’s what I did. Nothing in life is free!

      Reply
  13. Doris says:
    January 5, 2024 at 12:14 pm

    I would like copies of the documents also.

    Reply
  14. Daniel Serrano says:
    March 3, 2024 at 5:49 pm

    I can use these documents to help with my ministry of elders in nursing homes

    Reply
  15. Yvonne Shaw says:
    March 5, 2024 at 5:16 pm

    I have my last will and testament, but I do not know where to go to get it made official. Just to a Notary, or to the courthouse?

    Reply
  16. Jeremy harris says:
    March 5, 2024 at 7:21 pm

    Help I am a senior.

    Reply
  17. Blanky Bradshaw says:
    March 6, 2024 at 1:37 am

    How could I get the 5 documents/forms? Thank you!

    Reply

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