I was cleaning out my computer and found this list. I don’t know where it came from, but it is excellent so I am passing it on for others’ consideration.
With husband Jack’s recent death, I know the Stress and confusion when these issues are not addressed.
This is a guide all would be wise to complete now (and regularly update) before the information is needed. It is a gift to those left behind.
Personal Records
Full legal name
Social Security number
Legal residence
Date and place of birth
Names and addresses of spouse and children, and parents’ names (specifically mother’s maiden name)
Birth and death certificates, certificates of marriage, divorce, citizenship, and adoption
Employers and dates of Employment
Education and military records
Passport
Durable power of attorney and medical power of attorney documents
Memberships in groups and awards received
Names and phone numbers of close friends, relatives, doctors, lawyers, and financial advisors
Usernames and passwords (banks, investments, social media accounts, etc.)
Wishes
Funeral, burial, or cremation desires, with paperwork for each if you pre-planned
Guardianship of children (if they are not adults)
A living will (advance directive)
What becomes of pets
Religious contacts (names and phone numbers)
Obituary desires/wording/notes
Organ donor information
Memorial service notes
Financial Records
Banks and account numbers (checking, savings, credit union)
Business or Real Estate owned
Car title and registration
Credit and debit card names and numbers
Deed for home
Income and assets (Pension from employer, IRAs, 401(k)s, interest, etc.)
Income tax returns (the last seven years)
Insurance information (life, health, long-term care, home, car) with policy numbers and agents’ names and phone numbers
Investment income (stocks, bonds, property) and stockbrokers’ names and phone numbers
Medicare/Medicaid information
Liabilities, including property tax — what is owed, to whom, and when payments are due
Mortgages and debts — how and when they are paid
Safe deposit box (location) and key
Veteran’s benefits
Original legal will (it is much harder to probate a copy)
Something more about… This list is a gift for those you will leave behind…
Will you share this list with those you care about? Maybe schedule a time when you will all get together and fill out each of your lists?
If you are caring for a special person facing end of life I encourage you to get the caregiver support you need with my guide book, By Your Side: A Guide for Caring for the Dying at Home. This specific knowledge and guidance won’t take away the sadness you carry, but it will give you the confidence to know that you are providing the best care possible.
Originally Published on https://bkbooks.com/blogs/something-to-think-about
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