Personal Affairs Checklist |
| Use this checklist as a quick
reference guide to help you locate important documents in the event of an emergency or
unexpected medical situation. It is also a good way to help your elder get organized while
they are still living independently. For a more detailed organizational tool, consider the
Prism Personal Organizer, one tool in the Caregiver Education
Series. In the blank space, describe the location of each document. Keep this
checklist updated on a regular basis. Bank Statements for Checking Account:_________________________________________ Bank Statements for Savings Account/Passbook:_________________________________ Birth Certificate:___________________________________________________________ Passport:_________________________________________________________________ Marriage Certificate(s):_____________________________________________________ Last Will and Testament:___________________________________________________ Durable Power of Attorney:__________________________________________________ Living Will:_______________________________________________________________ Health Care Proxy (Medical Power of Attorney):_________________________________ Safe Deposit Box Key:______________________________________________________ Deed to Home:____________________________________________________________ Insurance Policy/Records:___________________________________________________ Vehicle Registration/Title/Lease:_____________________________________________ Stock Certificates/Records:__________________________________________________ Bond Certificate/Records:___________________________________________________ Mutual Fund Records:______________________________________________________ Military Papers/Records:____________________________________________________ Records of Debts Owed to You:______________________________________________ Mortgage/Home Equity Loan Statements/Papers:________________________________ Credit Card Statements:____________________________________________________ Loan Papers/Records:______________________________________________________ Post Office Box Key/Combination:____________________________________________ Social Security Card:_______________________________________________________ Cemetery Plot Papers/Records:_______________________________________________ Previous Income Tax Returns/Records:_________________________________________
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Available from ElderCare Online™ www.ec-online.net ©1998 Prism Innovations, Inc. |
