Get access to critical information about your parents.
Consider it an essential scavenger hunt.
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General
Copy of Birth Certificate(s) Social Security Card(s) Drivers License# License Plate# Passport Copies Names #’s, Addresses of Close Friends and Relatives/ Neighbors Military Veteran Papers/ Marriage Divorce/Documents Clergy and Affiliations Attorney/ Doctors/ Dentist/ Nurses Social Security: Where the deposits are made/ Online password. Medicare/ Copy of the Card Medigap/ Copy of the Card Part D/ Copy and the Pharmacy Used Any other Health or Dental insurance List of all Medications and purpose Auto title and insurance Housekeeper/Gardener/home workers All utility accounts/ water/ gas/ electric/ internet/ TV cable Funeral arrangements if already made Safe or file combination Insurance agents Stock broker Financial Planner All Credit Cards (front and back photos) All Automatic Withdrawals or Deposits All Bills and Services Clubs/Condo Association Board/ Anyone that delivers to parents (i.e. newspaper) Most often frequented stores and restaurants. Computer passwords / social media accounts/ All email accounts and passwords Copy personal phone book/ cell phones and provider information Any current legal documents such as trusts, wills, financial powers of attorney, Real Estate:
Copy of the most recent deed (whether warranty, quit-claim, survivorship, certificate of transfer or affidavit of surviving tenant) and a recent property tax bill. Investment Documents:
Recent statements from checking, savings and money market accounts, mutual fund and brokerage accounts, treasury accounts, copies of passbooks and CD's, stock certificates and dividend reinvestment plan account statements, municipal and corporate bonds, government bonds, annuities, and, promissory and cognovit notes Retirement Programs:
Recent statements from any IRA, Keogh, SEP, Profit Sharing, 401(k), 403(b), TSA, and ESOP. Insurance and Annuity Policies:
Annual statement and original policy. Federal Income Tax Returns:
Last five years tax returns. For the most recent return (1040 and all schedules). Business Interests:
Corporate record book, including stock certificates of closely held business, partnership agreements and oil and gas leases. Income:
Any papers necessary to verify all sources of regular, non-investment income such as retirement and disability pensions, social security, railroad retirement, SERS, STRS, PERS, etc., including any deductions taken before payment. Debts:
Original documents evidencing debts owed separately and jointly, including mortgages, car loans, credit card balances and promissory notes. Expenses:
Medical insurance premiums, prescriptions, rent, vendor payment for facility care, mortgage payments, ... Gifts:
Deeds, statements, checkbook registers or other papers evidencing any transfers (other than to a spouse) in excess of one thousand dollars ($1,000) within the previous sixty months. Residential Agreements:
Rental agreements, lease agreements, and admission papers for assisted living and nursing homes. |
There are many new tools to store information securely online "in the cloud" and to make the material available to those that need it: Helpful Sites: Click American Bar Association's Health Care App Everplans Call Us: 650.625.7300 |