From The Boomer Chronicles. Actually, I'm getting to be that aged parent. Better get my own papers in order!
If your parents are getting up there in age, perhaps you can lend a hand by starting a conversation with them to find out the following:
- insurance (Medicare/Medicaid number, other policies)
- doctors (names and contact information)
- medical history (medications, allergies, conditions, procedures)
- identification (Social Security, military ID, driver’s license numbers)
- address list (friends, neighbors, family)
- service providers (attorney, financial advisor, clergy, accountant)
- financial (account numbers, checkbook, investments, tax records)
- legal (wills, powers of attorney, health care directive)
- deeds (house, other property, car title, boat title)
- insurance (life, medical, auto, homeowner’s)
- household (mortgage, apartment lease, property tax records)
- vital records (birth certificate, marriage license, divorce decree)
- final wishes (organ donation, burial, property distribution)
And here is a detailed list of other things you will need to know.
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