Health care power of attorney
Do Your Parents Need Assistance?
Last will & testament
In this digital age, User IDs
and Passwords to important
online accounts
Financial Records
Sources of income and assets
(pension from your employer,
IRAs, 401(k)s, interest, etc.)
~ Affordable In-Home Care for Seniors ~
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Companionship ❤ Errands/Shopping
Transportation/Appts ❤ Light Housekeeping
Meal Preparation ❤ Alzheimer’s/Memory Loss Care Available
Social Security and Medicare/
Medicaid statements/informa-
tion
Insurance information (life,
health, long-term care, home,
car) with policy numbers and
agents’ names and phone num-
bers
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www.TheCareGiversChoice.com
Names of your banks and ac-
count numbers (checking, sav-
ings, credit union)
Investment income (stocks,
bonds, property) and stockbro-
kers’ names and phone num-
bers
Copy of most recent income
tax return
Liabilities, including property
tax — what is owed, to whom,
and when payments are due
Mortgages and debts — how
and when they are paid
Deeds for any properties
owned
Car title and registration
Credit and debit card names
and account numbers
Location of safe deposit box
and key
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847-1635
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March 2019 WNY Family 37