Protecting Our Loved Ones Checklist

We hope you find the checklist helpful as you plan and care for your loved ones.

Protecting Our Loved Ones Checklist

Documentation:

• Date of Birth
• Current address
• Medical Insurance information (provider, policy number, plan type)
• Medical (“Advance”) Directive
• Current will or trust documents
• Power of Attorney
• Location of all financial information

Contact List (Names and Phone Numbers):

• Doctor(s)
• Medical Specialist(s)
• Estate Attorney
• Personal Representative
• Trustee(s)
• Financial Advisor
• Tax Advisor
• Insurance Broker
• Local Adult Protective Services

Action Items:

• Define goals and type of care desired at different life stages
• Review and update Power of Attorney, with gifting powers
• Review and update wills and trusts
• Identify location of all financial data
• Review asset allocation
• Develop retirement and long-term care plans
• Review and update insurance policies

If you suspect abuse:

• Report it to your local Adult Protective Services
• Contact your local state attorney’s office
• File a police report
• File Form 14039 with IRS
• Explore options at your local probate court
• Contact appropriate advocacy organization for additional guidance