Title: List legal documents related to home, personal, and family management.
Course: Independent Living (22904-18) > Section: Managing Personal and Family Finances

List should include

- property documents (e.g., deed to home, car title)
- wills, advance medical directives, and power-of-attorney documents
- investment documents, bank statements
- birth certificates and social security cards
- insurance documents (e.g., policies, household inventory)
- family relationship contracts (e.g., roommate agreement, marriage license, divorce/custody agreements)
- medical records.

Process/Skill Questions:

Thinking

- Why should you be aware of legal documents related to home, personal, and family?
- What can happen if legal documents are lost?
- When might you need to access legal documents for your family?

Communication

- How can technology help you interpret legal documents?
- How can technology help you create legal documents?
- How could your physical and mental health affect your legal documents?

Leadership

- What ethical issues may arise when dealing with legal documents?
- Where are some safe places to keep copies of legal documents?
- When might you contact an attorney for help with legal documents?

Management

- What are the requirements (e.g., age, mental status) for handling different legal documents?
- What criteria should you use to evaluate the credentials of attorneys? What information do you need to select an attorney to handle routine legal documents?

Teacher Resources:

- Educator Toolkit for 2011 National Financial Capability Challenge, U.S. Department of Education (https://www.ed.gov/category/keyword/educator-toolkit-2011-national-financial-capability-challenge)
- Virginia Council on Economic Education (https://vcee.org/)
- Virginia Jump$tart Coalition for Personal Financial Literacy (https://www.jumpstart.org/who-we-are/states/virginia/)