Medical information: Include a list of medications you and your spouse take, along with any allergies and illnesses. go nowPersonal documents: Include such items as your birth certificates, Social Security cards, marriage license, military discharge papers, etc. Secured places: List all the places you keep under lock and key, or protected by password, such as safe deposit boxes, safe combination, security alarms, etc. Service providers: Provide contact information of the companies or people who provide you regular services such as utility companies, lawn service, etc. Pets: If you have a pet, give instructions for the care of the animal. End of life: Indicate your wishes for organ and tissue donation (see organdonor.gov ), and write out your funeral instructions. If youve made pre-arrangements with a funeral home include a copy of agreement, their contact information and whether youve prepaid or not. LEGAL DOCUMENTS Will, trust and estate plan: Include the original copy of your will and other estate planning documents youve made. interview skills evaluation formFinancial power of attorney: This document names someone you trust to handle money matters if youre incapacitated. Advance health care directives: These documents (see caringinfo.org ) a living will and medical power of attorney spell out your wishes regarding your end-of-life medical treatment when you can no longer make decisions for yourself. FINANCIAL RECORDS Financial accounts: Make a list of all your bank accounts, brokerage and mutual fund accounts, and any other financial assets you have.
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