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You can set up a file, put everything in a desk or dresser drawer, or list the information and location of papers in a notebook. For added security, you might consider getting a fireproof and waterproof safe to store your documents. If your papers are in a bank safe deposit box, keep copies in a file at home.

How to Sort Papers Efficiently Step 1: Set up a Paper-Sorting System. Step 2: Have the Recycling Ready. Step 3: Go Paperless—and Digital—Where You Can. Step 4: Shred What You Don't Need. Step 5: Create Long-term Storage.

You can use a filing cabinet, a file box, ion folders, envelopes or whatever else works for you. If you really have lots of time, you can even digitize everything and store it online, though it is best to keep paper copies of really important documents.

For physical copies, store file folders and personal information in a fireproof and waterproof safe. Ensure you place the safe in a location that is both secure and accessible. Storing important documents in a bank safety deposit box is a good idea. Storing files digitally is also safe and convenient.

Power of Attorney Delegation — Mid- to Late-Stage Dementia If an older adult is unable to understand the power of attorney document and process, the family will need to enlist the help of the local court. A judge can review the case and grant someone in the family (or a court designee) the title of conservator.

Locate your nearest Area Agency on Aging, the local chapter of the Alzheimer's Association, a California Caregiver Resource Center, or visit the Family Care Navigator (.caregiver/family-care-navigator) to find support groups, organizations, and services that can help you.

Power of Attorney Delegation — Mid- to Late-Stage Dementia If an older adult is unable to understand the power of attorney document and process, the family will need to enlist the help of the local court. A judge can review the case and grant someone in the family (or a court designee) the title of conservator.

A lawyer should write a general power of attorney for you because you want to be sure that the agent will be able to use it if it becomes necessary. Banks and other institutions may not accept a power of attorney that has not been prepared by a lawyer because it may not have the exact wording that is necessary.

If your loved one is not deemed mentally competent to sign a Power of Attorney, you may have to seek conservatorship through a court to obtain the same type of authority to make decisions on their behalf. A conservatorship usually entails a costly and time-consuming judicial process.