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Some suggestions and topics: |
Checklists for collecting and maintaining important information: |
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Make a list of things to do and bills to pay immediately In those homes where one person “takes care of all the bills and things,” someone else should know how to immediately perform certain duties. This booklet lists some critical tasks to be performed when the designated person is unable to do so. Immediate/Emergency Notification ListMake a list of everyone you want to be notified in case of emergency or of your death. This booklet lists some suggestions for who should be contacted, and some tips for what information might be useful in this process. |
Family Data
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Banks and Financial Institution accounts
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