Docsroom

Templates / A parent’s paperwork

A parent’s paperwork

For brothers and sisters sorting out an elderly parent’s affairs between them. Each takes the requests for the papers they hold, and you can see at a glance what is still to come.

8 requestsFamiliesBuild it in minutes

Build this listFree for 14 days, no card. Save it once as your own template.

The pack

Every request, in the order it is asked

Sent once, one link for each person, and here it is coming back. Show the rest to watch each request written in and answered.

Mum’s paperworkMargaret Wood6 of 8 back
  • UploadPension lettersand any benefitsAssigned to CWClaire WoodFrom ClairetomorrowComplete
  • UploadBank statementsevery account, savings tooAssigned to PWPaul WoodFrom Clairein 3 daysComplete
  • UploadHousehold billscouncil tax, energy, waterAssigned to CWClaire WoodFrom Clairein 5 days1 file sent
  • UploadInsurance policieshome and carAssigned to PWPaul WoodFrom Clairein 7 days2 files sent
  • UploadCare invoicescare home or carer, if anyAssigned to CWClaire WoodFrom Clairein 9 daysComplete
  • UploadPower of attorneyif registeredAssigned to PWPaul WoodFrom Clairein 11 daysAwaiting reply
  • QuestionWho else to tellanyone else who should knowAssigned to CWClaire WoodFrom Clairein 13 daysReminder sent
  • DecisionKeep the car or sell itAssigned to PWPaul WoodFrom Clairein 2 daysComplete

An illustration of the pack being answered. The names are made up; in Docsroom you change anything before it goes.

More templates like this

Buying or remortgagingBrokers and buyers · 12 requestsTenant referencingLetting agents · 8 requestsConveyancing: saleConveyancers · 6 requests

Sort the paperwork out together.

Free for 14 days, no card.

Start freeAll templates