|
"Things I would like you to know . . . " is divided into sections, separating the information into manageable topics that make it easy to enter the information as well as easy to use the information. There are pages for the husband and wife in each section where individual information is needed.
|
1. Personal Information |
|
This information is designed to provide answers about you and your spouse, children, close relatives and friends. It is an opportunity to include some family history and interesting facts or stories. The section includes pages for husband and wife on the following topics:
-
Personal Information - including church and employeer information *
-
Siblings and Close Relatives *
-
Parental Information *
-
Grandchildren and Great Grandchildren
|
 |
2. Medical Information |
|
Often times, when there is a family emergency, it is medical and having current information can mean the difference between life and death. With medical specialists in so many different fields, family members may not know your physicians and what medications they have prescribed. The Medical Information section details information about: |
|
- Physician Information
*
- Medical History
*
- Medication
*
- Drug Allergies
*
- Non-prescription drugs
*
- Medical Equipment
*
- Current and ongoing home support and care services *
- People who can help in case of an emergency
*
- Hospital Information
*
- Health Insurance Information *
|
|
|
|
3. Financial Information |
|
Understanding that each person's financial information is private, this section is designed to provide an overview of available resources and where they are located. The questions in this section protect your privacy by only requesting information about accounts and their location leaving the actual value of accounts off the form. The Financial Information section provides a complete overview of the type of accounts and various instutions where the accounts are located: |
|
- Deposit Accounts
- Certificate of Deposits
- Stocks
- Bonds
- Mutual Funds
- Individual Retirement Accounts
- Keogh and 401k Plans
- Annuity
- Empoyee Retirement Plan
- Trusts
- Life Insurance *
- Accidental Death Insurance
- Family Business/Business Investment
- Expenses and Income
- Things Loaned
- Things Borrowed
|
|
|
|
4. Personal Property |
|
In the event of an unexpected or extended illness, your family members may have no idea where to start taking care of your personal property. This section helps you put together all of the information about your home, vehicles, pets, and other possessions including: |
|
- Real Estate
- Mortgage Information on Primary Residence
- Mortgage Information on Secondary Residence
- Additional Real Estate or Property
- Vehicles
- Family Pets
- Security Information-Safety Deposit Box, Home Safe, Home Alarm System
- Home Repairs and Maintenance
- Home Maintenance and Repair Services
- Location of Key Home Fixtures
|
|
|
|
5. Estate Planning |
|
Taking advantage of your right to determine how your estate should be dispersed requires extensive planning. There are ways to protect your assets from taxes, how you want your personal belongings dispersed and your desires for medical care in emergency situations. However, family and friends can not carry out your wishes unless estate planning occurs. It is critical to have a Will and documents specifying medical treatment. "Things I would like you to know . . ." provides the resource to organize all of your Estate Planning documents and inform your family of the steps you have taken and documents you have completed regarding your estate. Sample documents are included, however the official documents will need to be prepared by your legal advisor. This section will provide information regarding: |
|
- Professional Advisors
- Designated Guardians of Our Minor Children
- Disability Planning Documents *
- Estate Planning Documents *
- Information Regarding Advance Directives
|
|
|
|
6. Last Wishes |
|
Discussing Last Wishes can be a difficult thing to do AND it can be one of the greatest gifts to leave your family. Planning a memorial service can be a hard thing to do when we lose someone we love, however, being able to plan a service that truly reflects our loved one can bring a lot of peace and closure. Knowing your Last Wishes, along with your favorite readings, scriptures, songs and quotes becomes an invaluable resource for your family to have in planning a service that reflects their love for you. |
|
- First Things to do at The Time of My Death *
- Last Wishes *
|
| |
|
7. Resources and Information |
|
Where do you go - who can you call when you have questions regarding a medical condition or need information about a medical condition or health care services? How do you know what information or services are available to make life easier and more comfortable? The Resource Guide provides a list of some organizations that can assist with information on a variety of topics. It will be an invaluable tool for anyone searching for additional resources and information. |
|
- Resources and Information for Seniors and Caregivers
- National Organization and Resources
- Notes and Comments
|
| |
|
|
| |
* Contains separate sheets for husband and wife's information |
| |
|
