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Blog: Minimizing Financial Clutter

We have spent the last several weeks creating a book called "What My Family Needs to Know" (WMFNTK). The idea is to create a one-stop-shop for all of the important information about your life, so that your family can have easy access to the information when you are not able to provide it for them.  The operative word here is WHEN:  There absolutely WILL be a time when your family will need this information.  So, your WMFNTK book will be a great gift to your next-of-kin (although you might want to reconsider giving it to your spouse as a birthday gift).
In case you're just joining us, we have already created the first 3 chapters: Personal Information, Legal Information, and Financial Information.  You can check the 3 previous blog entries for instructions on how to create those chapters.
This week, we will complete the 4th and final chapter of WMFNTK:  your medical information. 
Your Homework for This Week:
Copy and paste the lists below into a Word document.  Next to each item that applies to you, enter the information your next-of-kin will need if you are unable to speak for yourself.  Create a separate Word document for each member of your family:
Doctors (list individually)
You have already recorded this information in Chapter 1:  Personal Information.  Copy and paste it into this section.
Health Insurance Primary                              
Health Insurance Secondary
Health Insurance Prescription Drugs
Health Insurance Dental
Health Insurance Vision         
Medicare Part D Prescription Drugs
Long-Term Care Insurance
For each insurance company, list the company's name, address, phone number, your member ID number, and your group number.
Medicines Prescription (list individually)
Medicines Non-Prescription (list individually)
List each medicine on a separate line.  Note the dosage (mg), number of doses per day, and purpose of the medication.
Allergies Medicines
Allergies Food
Allergies Other
            List allergens, possible reactions, and treatment for reactions.
Prior Hospitalizations
Prior Surgeries
List each event separately.  For each event, include date(s), name of hospital, and reason.
Hepatitis B
DTaP / Tdap / Td
Hepatitis A
Other (list)
            For each immunization, list the date(s) it was given. 
While the first 3 chapters will help your loved ones more easily attend to the administrative matters required upon your death, this week's Medical chapter could help your loved ones save your life.

posted on: 7/12/2009 11:30:00 AM by Katherine Trezise
category: Finances

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Discuss This Post

by Kaye on 7/13/2009 1:14:21 PM:

I hope that you plan to continue your blog. It has really been a help, and makes me keep looking for what to do next. My home office is finally looking great. Thank you.

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Minimizing Financial Clutter

by Katherine Trezise

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About Katherine:

Katherine Trezise is president of Absolutely Organized, based in Baltimore, MD. She is president-elect of the National Study Group on Chronic Disorganization. Katherine holds a masters degree in business administration, is a Certified Professional Organizer® and a Certified Professional Organizer in Chronic Disorganization®. Absolutely Organized specializes in helping people organize their homes, paperwork and financial records to make room in their lives for the things, people and activities that are most important to them.

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