Cataloging the details of your loved ones now can reduce stress later.
At the time of retirement, one might have had several jobs, retirement accounts, a variety of doctors, and countless passwords for accounts ranging from your cable provider to your investment information. Not having these details organized can make life very difficult for the loved ones left behind if one is sick or dying.
Today, many older family members may not have captured all of these important details in one place, but you can help them, and yourself, by downloading and filling out the workbook below. By completion, you will have a thorough account of everything from important financial information, monthly subscriptions, and even blood types.
Caring for aging relatives often requires preparedness and knowledge of critical information. There are many important questions must be asked and answered.
We know this isn’t the most pleasant topic. However, the importance of planning for the day when our dearest relatives fall ill, suffer an accident, or require emergency medical assistance, should not be underestimated. The stress and emotional burden of these situations can be lessened with proactive preparations and an organized aging plan.
Having a checklist in place, complete with locations of each important document, is a good place to start.
If you're a client and want to read the full workbook, you can log in and click on the Forms tab, then select Marketing on the left navigation.
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