Aging in Place

PERSONAL FINANCE

Key Documents What measures/ legal documents do you have in place?  Will  Trust  Power of attorney  Advance Medical Directive Have these documents been updated in the last five years to reflect your current life circumstances/priorities? Yes____ No____ Not Sure ____ Have you checked into the legal ownership of your assets? Yes____ No____ Not Sure ____ ( Often a deceased spouse or parent will still be listed as the legal owner on titles or deeds. Know who is listed on the title of your primary assets - car, homes, land, stocks, etc.)

Helpful Resources

Below are links to some helpful financial and legal resources, including information about benefits and supplemental income programs. The National Council on Aging ncoa.org/economic - security Senior Navigator www.seniornavigator.org Estate Planning and Document Organizing Tools everplans.com/digital - estate

Have you shared the location of these documents and other financial information (e.g. bank accounts, life insurance) with your spouse, children, other family, or trusted friends? Yes____ No____ Not Sure ____ If you answered “ yes ”, have you given or written down directions on how access these documents including login and password information? (checklist provided in additional resources section in the back of this workbook) Yes____ No____ Not Sure ____

K EY D OCUMENTS : C REATE T HEM , O RGANIZE T HEM , S HARE T HEM !

F INANCIAL I NFORMATION Bank & Investment Accounts Insurance Policy Documents Credit Cards Safe Deposit Box Key Storage Locker

L EGAL I NFORMATION Will Trusts General Power of Attorney with contact details for : Estate Executor(s) Guardian (if applicable) Attorneys

P ERSONAL I NFORMATION Vital Government Documents Burial Wishes Message to Family Ethical Will Plan for Pets Utilities & Other Bills/Accounts with contact details for : Emergency Contacts Login/Passwords for Key Accounts

H EALTH I NFORMATION Advance Medical Directive Healthcare Proxy/Power of Attorney Do Not Resuscitate Order (DNR) Living Will Physician/Medical Orders for Life - Sustaining Treatment (POLST) with contact details for : Healthcare Providers Eldercare Advisors

with contact details for : Accountants

Financial Planner Insurance Agents

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

Personal Finance

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