DOCUMENT LOCATOR:
The space in the boxes may not be sufficient for you to list all account numbers, pins, access codes, passwords, etc. Use this as a guide to know where the documents can be found. Detail on a separate piece of paper or in a notebook all pertinent information. Be as comprehensive as you can in listing all items under each category. It is also important to keep original documents in a fireproof vault. Make photocopies of these important documents, keeping them in a fireproof safe box at home so that you will have them as you need them.


DOCUMENT

LOCATION:
Birth Certificate ,
Citizenship Papers ,
Passport ,
Driver’s License(s) ,
Social Security Card ,
Medicare Card ,
Medical Assistance Card ,
LTC – Long Term Care Insurance ,
Home Care Insurance ,
Health Insurance Policy & Card ,
Cancer Insurance Policy Or Special Insurances ,
Disability Insurance Card ,
Safe Deposit Box (Key(s)
Name & Address Of Bank		 ,
Checkbook & Account#
Name & Address Of Bank		 ,
Banking By Phone, Pin & Account Numbers, Online Banking, Computer ,
Electronic Fund Transfer Accounts (ETA) ,
All Automatic Bill Payment Information ,
Savings Or Money Market Book
Name & Address Of Bank		 ,
Certificates For CD’s, Stocks, Treasury Notes, Bonds, Mutual Funds, IRA’s, 401K’s ,
Annuities ,
Life Insurance Policies-Name, Policy #’s & Address & Names Of Beneficiaries ,
Personal Properties-Jewlery, Boats, Furniture, Etc. ,
Loans, Debts, Credit Cards, Debit Cards, Loan Installment Accounts, All Charge Accounts ,
Business Banking Information & Loans ,
Credit Union Information ,
Foreign Bank Accounts & Holdings ,
Cash, Traveler’s Checks ,
Home Insurance Policy- Name, Policy #’s & Address ,
Income Tax Returns ,
Will, Special Bequests ,
Living Will-Advanced Directives ,
Durable Power Of Attorney For Health Care ,
Durable Power Of Attorney ,
Health Care Directives ,
Pension & Retirement Fund Information ,
Marriage License ,
Divorce / Separation Decrees ,
Mililtary Records ,
Property Deeds & Titles ,
Mortgage ,
Outstanding Lien Against Property(s) Information And Paid Liens Against Property(s) ,
All Auto Titles / Registration ,
Auto Insurance Policy(s) ,
Letter Of Instructions In Case Of Death, Beneficiaries, Etc. ,
Funeral Instructions & Funeral Insurance ,
Burial Property Certificate ,
Websites, Voice Mail, Email Addresses, Cash Station, Property ,
Home Safe ,
Business Safe ,
Trust Funds ,
Donor Arangements ,
Autopsy Arangements ,
Real Estate Investment Insurance Policy ,
Renter’s Insurance Policy ,
Business Insurance Policies ,
Liability Insurance Policies ,
Club Memberships & Cards & Organization Memberships ,
Personal Contracts & Agreements ,
Medical History ,
Adoption Papers ,
Schools Diplomas, Records & Degrees ,
Dependents ,
Grown Children No Longer Dependents ,
Home Inventory- Fixtures, Furniture, Applicances, Equipment ,
Personal Valuables Inventory – Jewelry, Art, Collections, Clothes, Mementos, Antiques ,.
Address Books .
Business Inventories ,
All Warranties ,
Other ,

Author

  • Ms. Mitchell began her full-time caregiving experience in the early eighties when her husband was diagnosed with cancer. Later on she became the primary caregiver for her father, along with her mother who had become critically ill from burnout prior to her dad’s passing. In recent years, she cared for several friends with AIDS while continuing to care for her mother and actively providing support, information, referrals and resources for caregivers.

    Gail's leadership on the Internet and her success with Empowering Caregivers led her to found National Organization For Empowering Caregivers (NOFEC) INC in 2001.

    Prior to founding NOFEC, she created the iVillageHealth Chat: Empowering Caregivers, which she hosted for over 5 years. Within a month of hosting she created Empowering Caregivers: www.care-givers.com in 1999 as a resource for caregivers around the globe. Over three million visitors have frequented the website.

    She has presented at national and international care-related conferences and programs and has been a keynote speaker for many programs as well.

    Ms Mitchell has assisted thousands of caregivers online and offline in ways to empower themselves in their roles in caring for loved ones.

    For a list of clients and/or her resume, please contact info@care-givers.com

    Gail's articles have been published in many venues nationally and in Canada. Presently, she is a member of American Society on Aging and National Quality Caregivers Coalition.

    Gail has discovered that there is life after caregiving: She has become a successful ceramic artist and installation artist. She created Crystal Illumination Art to bring the transformative quality of illumination, light and color to the human experience and celebrate its ability to inspire, heal and nourish our physical, mental, emotional and spiritual well being.
By Gail Mitchell