← CareBinder / Guides / POA document locator

POA & Advance Directive Document Locator — the Checklist

The test this page passes or fails: if your parent is hospitalized tonight, can you put your hands on each key document in ten minutes? A locator sheet is the piece of paper that makes the answer yes — for you, and for whichever sibling is on shift.

Documents to be able to locate

DocumentWhat it does (plain words)Who ends up needing it
Financial power of attorneyLets a named agent handle money, bills, accountsBanks, insurers, utility companies
Health care POA / health care proxyNames who makes medical decisions if your parent cannotHospitals, doctors — at admission and at any capacity question
Advance directive / living willRecords treatment wishes in advanceHospitals, hospice; often requested with the proxy
DNR / POLST (if one exists)Specific resuscitation orders signed by a clinicianEMS and hospitals — usually wanted as the signed original
Insurance policies & Medicare/plan cardsCoverage detailsAdmissions, claims, pharmacy issues
Will — its location onlyYou need to know where it is, not its contentsThe executor, eventually

Requirements, names and witnessing rules for these documents differ by state — the attorney, legal aid service or online service that produced each document is the right source for questions about validity. This page is about locating and organizing, which is caregiving, not law.

The locator sheet — one line per document

ColumnExample entry
DocumentHealth care POA
Original location — be specificBlue fire safe, bedroom closet, second shelf — not "the safe"
Who holds copiesSister (scan), Dr. Lee's office, hospital file from 2025
Date / versionSigned 3/2024 — replaces 2016 version
Prepared byAttorney M. Ortiz — phone on file

"Be specific" is the whole trick. "In his papers" is a treasure hunt; "blue fire safe, closet, second shelf" is thirty seconds, even for someone who has never opened it.

Where originals commonly turn up

Copies vs originals

For hospitals, a clear copy of a health care proxy is usually accepted at intake; a DNR/POLST is typically wanted as the signed original. Keep at least one copy somewhere you can reach at 2am, and keep the original location written down rather than assumed. When in doubt, ask the drafting attorney — that is exactly what they are for.

Re-verify after any of these

The CareBinder generator prints a document locator section — document, specific original location, who holds copies, date and preparer — as part of the binder PDF. Fill it once, re-verify yearly, and every shift and sibling shares the same answer. General information only — not legal advice; requirements vary by state.
Print the binder with the document locator inside

Related

CareBinder — free printable caregiver binder generator. Your data stays on your device. Questions: hello@toolve.pages.dev