Aging in Place 3rd edition

PERSONAL PLAN DEVELOPMENT CHECKLISTS

Important Documents/Information List: How To Access/Contact Them:

 _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________  _________________________

 Will or Trust  Power of Attorney  Bank & Investment Accounts  List of Property/Assets  Safe, Safe Deposit Box or Storage  Insurance Documents  Advance Directive and/or Living Will  Healthcare Proxy and/or DNR  Organ Donation  Vital Health Information  Funeral Wishes, Message to Family  Funeral Pre - Planning  Wishes/Directions for Pets  Recurring Bills (Utilities, etc.)  Credit Cards  Online Accounts (login/passwords)  Pension, Social Security

 Emergency Contacts  Financial Professionals  Healthcare Professionals  Legal Professionals

Aging in Place: Your Home, Your Community, Your Choice

Additional Resources 61