A loved one losing autonomy: administrative steps in Quebec
When an aging parent or loved one starts losing autonomy, paperwork piles up quickly: bills, statements, tax notices, appointments. Here is where to start, without trying to do everything at once.
1. Take stock of the important papers
A simple filing system, even on paper, saves a lot of searching later:
- identity: birth certificate, health insurance card, social insurance number
- income: pensions (Retraite Québec, Old Age Security), private pensions
- bank accounts, investments, insurance and debts
- housing: lease or deed, property taxes, utilities
- recent notices of assessment and tax returns
2. Clarify who can act
While the person is capable, they can sign for themselves, give their bank a power of attorney, or name an assistant. If they become incapable, a homologated protection mandate or another representation measure is needed. See the incapacity guide to understand these options.
3. Learn about available services
Your local CLSC can assess needs and direct you to home support. Québec.ca describes programs and services for people losing autonomy.
4. Prepare documents for the accountant or notary
Arriving with an organized file makes meetings shorter and more useful: annual slips (T4A, T5, RL), medical expense receipts, proof of rent or housing, and the mandate or will if they exist. PASSARA helps you build that list; it does not replace the professional.
Official sources
PASSARA helps you know what to do, what to prepare and where to go to help a loved one manage their affairs, one step at a time.
Start the Helping a loved one journeyThe other PASSARA guides
Content last checked: September 19, 2026. Official information can change: always consult the official sources linked on this page.
PASSARA provides general information and does not replace the advice of a notary, lawyer, tax specialist or other qualified professional.
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