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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