Handling Documents and other Information.
Periodically we should all review information and documents to make sure they are current and reflect your needs and/or wishes.
These could include:
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Names, addresses, phone numbers of your attorney, accountant, banker, etc.
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Location of your safe deposit box.
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Durable Powers of Attorney-both financial and medical.
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Living Wills and Advanced Directives (if you are living in a different state you may have to redo them).
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Deed and title information to all property.
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Insurance company update-policy numbers, beneficiaries as stated on the policies (health, life, long term care, automobile).
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Loan/lien information.
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Social Security and Medicare numbers.
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Military history, affiliations and papers (including discharge papers)
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Instructions for funeral services and burial.
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Emergency contact names, addresses and phone numbers.
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And after you have completed your review, make sure a trusted friend or relative knows where these documents are kept.
