• SERVICES

    Preferred Living Solutions helps seniors and people with disabilities manage their current situation, plan for future needs and assist in making adjustments as needs evolve. more…

  • FIDUCIARY SERVICES

    Preferred Living Solutions can be your health power of attorney, durable power of attorney, estate executor, household bill management and more…

  • TESTIMONIALS

 

Table of Contents

I. Family Information

Provides you and your loved ones immediate vital information that may be used to update physician records, complete applications for services and register for benefits. Also included in this section is a page for your pet’s information–after all, they are part of the family.

II. Emergency Contacts

A quick reference list of who to call first in the event of an emergency. It’s critical that the people who are on this list know they are your emergency contacts. These should be people that you trust to safeguard your personal information and act in your best interest. Be sure they know where your Drop Dead Book is located and how to access it.

III. Medical Information

Your medical history should always be kept up-to-date. Your physicians and healthcare providers are only as good as the information you provide them. Always remember to take a copy of your current medications, allergies, diagnosis and medical history with you to each doctor’s appointment (just photocopy the pages in this book). You should also make a list of any new symptoms, concerns, and questions you have so they can be addressed during your appointment.

A. Vital Medical Information: Physicians, Healthcare Providers, Allergies, Assistive Devices
B. Medications
C. Diagnoses, Medical History & Hospitalizations
D. Copy of Do Not Resuscitate order, if applicable

IV. Financial Information

Each year we hear about large sums of money that go unclaimed because people lost track of bank accounts or didn’t claim benefits. Your name never has to be on that list if you keep a record of what you have and where it’s located. This section also provides a convenient way to compare your income to your expenses and budget accordingly.

A. Income & Assets
B. Recurring Expenses

V. Insurance Documents

Having your insurance documents in one, easily accessible location is essential when the time comes that you need them. In addition to placing the actual policy in the sleeve, we recommend that you include the business card of the agent and/or agency that sold you the policy. This will provide you a quick reference, when needed.

A. Health Insurance
B. Life Insurance
C. Homeowner’s Insurance
D. Long-Term Care Insurance
E. Car Insurance
F. Annuity

VI. Legal Documents

The documents found in this section allow you to leave a legacy of planned intention. If you do not have a will or powers of attorney we highly recommend you see an attorney to get these documents in place immediately.

A. Last Will & Testament
B. Durable Power of Attorney
C. Healthcare Power of Attorney
D. Living Will
E. Guardianship
F. Trust Documents

VII. Social Security Documents

A. Social Security Card
B. Annual Social Security Benefit Notification

VIII. Certificates and Licenses

A. Birth Certificate
B. Marriage License
C. Divorce Decree
D. Other

IX. Deeds and Titles

This section is designed to provide easy access to all of your deeds for property and titles for vehicles, boats, campers or RVs. If you own property, but the deed or title is held by a lending institution you can document in the sleeve the lending institution’s location and contact information.

X. Military Documents

There are a number of benefits that families may be eligible to receive if you have served in the military. Having these documents readily available will make it easier to apply for benefits, if you choose to do so.

A. Enlistment
B. Discharge

XI. Logins/Usernames and Passwords

This section gives you the opportunity to record all of your logins/usernames and passwords for computers, bank accounts, debit cards, cell phones and other electronic accounts.

XII. Warranty Information

You now have a convenient way to keep track of what appliances, cars, electronics, tools and equipment, that you have under warranty. Keeping track of this information can save you thousands of dollars.

XIII. Firearm Information and Permits

If you own firearms it’s important to have them inventoried.

XIV. Loaned Items

Prevent those times when you know you let someone borrow a treasured item, but you can’t remember to whom you loaned it. Generosity is a virtue; this list is a reminder of your virtuous generosity.

XV. Tax Return Information

You can keep your tax returns in a sleeve in this section or make a note where your tax returns are located. This is where you want to document the name, address and contact information of any accountants who have provided consultation or prepared tax returns for you.

A. Accountant/Bookkeeper
B. Tax Returns

XVI. End-of-Life Planning

While it can sometimes be a daunting or overwhelming task to consider, end-of-life planning is one of the greatest gifts you can give your family. This section includes service instructions, as well as tasks to consider after the death of a loved one.

A. Service Instructions
B. What’s Next: Tasks to accomplish after the death of a loved one
C. Sample letters to write in order to acquire funds or close accounts:

  • Life Insurance
  • Medical Insurance
  • Credit Card Companies
  • Social Security
  • Attorney
  • Veteran’s Administration