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My valuable papers are stored in these locations |
Item | A | B | C |
My will (original) | |||
Power of attorney--healthcare | |||
Power of attorney--finance | |||
Spouse's/Partner's Will (original) | |||
Safe combination | |||
Trust agreement | |||
Life insurance policy | |||
Health insurance policy | |||
Homeowners policy | |||
Car insurance policy | |||
Employment contracts | |||
Partnership agreements | |||
List of checking, saving accounts | |||
List of credit cards | |||
Retirement papers | |||
Deferred compensation; IRA | |||
Funeral arrangements | |||
Titles and deeds | |||
Notes (mortgages) | |||
List of stored & loaned items | |||
Auto ownership records | |||
Birth certificate | |||
Military/veterans papers | |||
Marriage certificate | |||
Children's birth certificates | |||
Divorce/separation records | |||
Other | |||
Other |
Important Names, Addresses, and Phone Numbers
Emergency Contact: ________________________________________
Doctor(s): _______________________________________________
Clergy: __________________________________________________
Attorney: _________________________________________ _______
Accountant: ______________________________________________
Insurance Agent: __________________________________________
Reproduced with permission of Mountain Caregiver Resource Center/Janet Levy Center. Family Caregiver Alliance and Mountain CRC are part of a statewide system of regional resource centers serving families and caregivers of brain-impaired adults.
This article was created by Family Caregiver Alliance. Reprinted with permission. To learn more about Family Caregiver Alliance (FCA), go to www.caregiver.org
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