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A CheckList Every Family Needs

Posted Aug 26 2008 4:27pm


We prepared well in advance knowing where our parents current accounts and policies were located. That's something my dad insisted we knew about, just in case.



It's a good idea to ask your parents to prepare an inventory that lists all of their accounts and policies, along with locations, account numbers and passwords. They don't have to turn them over to you if they don't want to, and my dad did not, but he wanted us to know where to find them.



Will

Life Insurance Policies

Long-Term Care Policies

Banking and Brokerage Accounts

Social Security Cards

Medicare and Insurance Cards

Doctor's Names and Numbers

List of Medications

Phone Numbers of Lawyer and Accountant



Do it Now! This is another good way to help your aging parents whether they're next door or a thousand miles away!



Thank you for visiting, Carol - WorkingCaregiver.com
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