12/05/2025
š Important Documents Every Adult Child Should Review With Aging Loved Ones
The holidays are a time for connectionāand sometimes that means having meaningful conversations that bring peace of mind. At Dahlia, we help families navigate care with clarity, and a big part of that is making sure key documents are understood and up to date.
Here are essential documents to review together:
1ļøā£ Advance Healthcare Directive
Outlines your loved oneās healthcare wishes and names who can make decisions if they canāt.
2ļøā£ Durable Power of Attorney
Allows a trusted person to manage financial and legal matters when needed.
3ļøā£ HIPAA Authorization
Gives designated family members access to important medical information.
4ļøā£ Will or Trust
Provides clarity about how assets should be handled and prevents confusion later on.
5ļøā£ Insurance Information
Health, long-term care, life, and prescription coverage details.
6ļøā£ Medication List & Medical History
Keeps everyone aligned on conditions, treatments, and providers.
7ļøā£ List of Important Contacts
Doctors, attorneys, financial advisors, and anyone involved in care.
⨠These conversations may feel tough, but theyāre truly an act of love.
Talking through these documents before a crisis helps families stay prepared, confident, and connected.
If you need help organizing or understanding these details, Dahlia is here to support your family every step of the way. š