Important Information To Know And Keep Current

Important Information To Know And Keep Current


  • 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.


  • A list of insurance policies, the carriers, the account / policy numbers, and names of beneficiaries.


  • Names, account number, and contact information for all utilities (electric, phone, cable, water, internet, etc.).


  • 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


  • 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.


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