Important Documents and How to Organize Them
PERSONAL INFORMATION
Location of: birth certificates; marriage certificate; social security cards; divorce decrees; naturalization and adoption papers
Names and addresses of children (or location of death certificates if any are deceased)
Education and military records
List of employers and dates of employment
Names, addresses and phone numbers of close friends and relatives
Location of Wills and Trusts (you do not need to disclose contents)
Durable Powers of Attorney, Durable Powers of Attorney for Health Care, Living Wills, Funeral Plans and an Advanced Directive (including DNR if applicable)
MEDICAL INFORMATION
Names, addresses and phone numbers for doctors, pharmacists, emergency services and hospitals
Health Charts: medical conditions; allergies, dates and descriptions of past illnesses, operations and immunizations
Medicare and Medicaid information
Medicare EOMB’s (Explanation of Medical Benefits)
FINANCIAL INFORMATION
Real estate deeds, mortgages, titles, notes
Social Security earnings records and information
Sources of income, pensions, interest, dividends, etc.
Investments: Certificates of Deposit; Stock Certificates; Bonds; Notes; Savings Bonds
Insurance policies: Life; Accident; Health; Auto; Property
Medical expense records
Names, addresses and phone numbers for lawyers and financial advisors
Bank accounts-numbers and addresses: checking; savings; credit unions
Location of safety deposit box and key (including list of contents)
Copies of federal, state and local income tax returns (last 6 years)
Property tax statements
Loans owed and status
Automotive titles, registrations, bills of sale
Business and partnership agreements
Liabilities: what is owed? To whom? When?
Credit cards and charge accounts (names and account numbers)
Location and inventory of personal, valued items
For more information or support.
Caroline Ventry- Healthcare Liaison-A Place for Mom
678-223-8959