When diagnosed with a terminal illness, one of the tasks patients need to address is ensuring that their personal paperwork is in order. Despite the negative connotations of this task, it can be a very empowering process that delivers great peace-of-mind. Here are some tips to help with that process from our hospice in South Jersey.
A Checklist of Basic Documentation
General information
- Your full legal name, social security number, date and location of birth and current address.
- The names and contact information for your spouse, children or nearest dependents.
- A list of your current medications and contact information for your doctors.
- A copy of your Living Will, Advance Directive, Last Will and Testament and Power of Attorney documents, and your lawyer’s contact details /whoever holds the original documents.
- A copy of your birth certificate, marriage certificate, divorce certificate, citizenship documentation, etc. and instructions on where the originals are located.
- Military records, if applicable.
Financial information
- Medicare/Medicaid information.
- Social security information.
- Credit/debit card information.
- List of bank accounts and safety deposit box information.
- Insurance information – life insurance, homeowner’s insurance, car insurance, long-term care insurance, etc.
- Copy of your financial Power of Attorney documents with instructions on where the originals are held.
- List of assets and liabilities and instructions on where the deed for your home, car title and other property documents are located.
Additional information
- Instructions on pet care and guardianship, as well as their veterinary contact information, pet insurance, etc.
- List of monthly household bills and instructions — electricity and gas, internet, water and sewerage, real estate taxes, maintenance providers (garden service, trash, etc.).
Wellness-Focused End-of-Life Care at Our Hospice in South Jersey
Original content posted on https://umcommunities.org/blog/a-guide-to-putting-your-affairs-in-order/
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