Important Information To Know And Keep Current
Medical
- Information on all medical conditions and surgeries in the last five years.
- A list of medications, including the name, dose, and name of the prescriber.
- Names, contact information, and patient portal login and passwords for all health care providers (physicians, advanced practice nurses, hospitals, etc.)
- Name, phone number, and login information and password for pharmacy.
- Name and contact information for local professionals (i.e., care manager, therapist, etc.)
- Name, contact information, and the cards for all health insurance and medication plans.
Insurance
- A list of insurance policies, the carriers, the account / policy numbers, and names of beneficiaries.
Utilities
- Names, account number, and contact information for all utilities (electric, phone, cable, water, internet, etc.).
Documents
- Safe Deposit Box (Location? Where is the key? Who has access?)
- Legal documents (wills, advance directives, trusts, powers of attorney, and all amendments, exhibits, attachments, and schedules, etc.).
- Location of important documents (i.e., birth certificates, naturalization papers, marriage certificates, death certificates, deed to home, mortgage).
- Social Security Cards
- Health insurance cards (Medicare, prescription discount, Medicare, supplemental, etc.)
- Driver’s license or state ID
Financial
- A list of all assets and debts (include dollar values).
- Monthly income.
- Monthly expenses.
- A statement of net worth.
- Information on bank accounts, other financial holdings, and credit cards
This information is not to be considered legal advice. If you have questions about it, please contact us.
Resources
- National Academy of Elder Law Attorneys – www.naela.org National Elder Law Foundation – www.nelf.org
- Aging Life Care Professionals Assoc. (Care Managers) – www.caremanager.org