Planning & documents
Core documents overview
Document names and rules vary by state. This page helps you understand the landscape.
Quick checklist
- Make a list of needed documents for your situation.
- Find official state forms (later add to your Resources).
- Store copies in one place (binder or secure folder).
- Review annually or after major health changes.
Reputable links
Tip
When you add links, prefer official (.gov) and major nonprofit sources first.