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Today's Caregiver Family Checklist

The most loving gift a person can give to one’s family is to put your affairs in order before a disaster or medical emergency. To assist in providing that gift, Today’s Caregiver has compiled the following list. The information and documents you should have prepared:

  • All bank accounts, account numbers and types of accounts and the location of banks.

  • Insurance Company, policy number, beneficiary as stated on the policies and type of insurance (health, life, long term care, automobile, etc).

  • Deed and titles to ALL property.

  • Loan/lien information, who holds them and if there are any death provisions.

  • Social Security and Medicare numbers.

  • Military history, affiliations and papers (including discharge papers).

  • Up-to-date will in a safe place (inform family where the Will is located).

  • Living Will or other Advanced Directive appropriate to your state of residence.

  • Durable Power of Attorney.

  • Instructions for funeral services and burial (if arrangements have been secured, name and location of funeral home.)

 


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