BEFORE THE OTHER SHOE DROPS


DURABLE POWER OF ATTORNEY -- explains what a durable power of attorney is, why you should have one, for whom, how many copies to make, and where to store them

PERSONAL INFORMATION -- offers space to record basic contact information about you and your spouse / significant other...as well as a list of related documents that should accompany this worksheet

HEALTH INSURANCE -- provides space to record important facts about your various health insurance policies (including Medicare and supplemental insurance)...as well as a list of related documents that should accompany this worksheet

THIRD PARTY LIABILITY -- asks some basic questions about any injury, disease, or disability that might be covered by health insurance other than your own

ASSETS -- provides space to record basic information and account numbers relating to your accounts, policies, property, and other assets...as well as a list of related documents that should accompany this worksheet

INCOME -- offers a systematic method for tracking any and all income that you and your spouse receive (both earned and unearned)...as well as a list of related documents that should accompany this worksheet

OTHER NECESSARY INFORMATION -- provides space for listing other important facts about your living expenses, veteran's information, professional professional advisors, medical history, location of your vital documents, and your funeral requests

NOTES -- offers valuable tips regarding "co-mingled" funds, transfer of assets, and your genetic and medical history

DOCUMENT LOCATOR -- provides a list of vital documents and space for recording their location, making it easier for your loved ones to manage your affairs should you become incapacitated or die