Emergency Contacts

[ ] Wallet Card

emergency contact:
family doctor's name:
family doctor's phone number:
blood type:
list of medication/food allergies:



* * *
Individual Information Record

[ ] POA for Personal Care (to make decisions on your behalf concerning nutrition, shelter, clothing and consent for medical treatment)
given to:
Relationship:
Birthdate:
Phone:
Address:


WILL
[ ] preferences re: organ donation
[ ] estate has sufficient liquid assets to pay taxes and other liabilities after death
[ ] will (date: nb 3-5 yrs max)
[ ] recent significant changes in personal/financial circumstances or those of beneficiaries:


[ ] POA for Property/Financial Matters (in case of illness, accident, mental incapacity or other disability representative to manage financial affairs) given to:
Relationship:
Birthdate:
Phone:
Address:


* * *
location of premises key/access:
location of address book:
location of financial records
(investments, credit card, loan and mortgage statements, recent tax returns):
location of marriage contract:
location of real estate documents:
location of insurance documents:
vehicle ownership:
lawyer's name/contact info:
accountant/investment advisor name/contact info: