Forms are 8.5″x 11”, Tabbed Dividers are 9”x 11” and all are pre-drilled, ready to slip into a 3-ring binder.
These are the forms that are included:
Health
Emergency Contacts
Medications and Supplements List (2 Pages)
Health Insurance, Information, and History (2 Pages)
Children’s Health Insurance, Information, and History (2 Pages)
Long Term Care Planning
In-Home Care Planning Worksheet (2 Pages)
Continuing Care Community Planning Worksheet
Financial Planning Worksheet
Long Term Care Plan (2 Pages)
Location of Legal Documents
Banking
Bank Accounts and Safe Deposit Boxes
Investment Accounts
Annuities
Retirement Accounts
Credit and Debit Cards
Mortgages and Loans
Important Financial Contacts
Location of Financial Documents
Insurance
Personal Insurance
Property Insurance
Dependents and Guardianships
Estate
Final Arrangements
Eulogy Notes and Milestones
Funeral Arrangements Checklist (2 Pages)
On Loan and Loaned
Partnerships
Unfulfilled Responsibilities
Pet Arrangements
Location of Estate Documents
Websites and Passwords (2 Pages)
Memberships and Subscriptions
Location of Personal Documents (3 Pages)
Barbara Blas (verified owner) –
GLORIA GOODE (verified owner) –
Kristian Finfrock (verified owner) –
Anonymous (verified owner) –
Was not aware the hanging file folders were no longer included.
Larry Springer (verified owner) –
Mark S. (verified owner) –
Our clients have all commented they have been looking for this type of book and love it!
Kenneth (verified owner) –