What´s Included in the Life’s Stuff  Workbook

Step One: Vital statistics

•Personal and Family Information
•Dependents
•Related Tasks

Step Two: Medical profiles

•Medical Insurance
•Personal Medical Information
•Dental Insurance
•Personal Dental Information
•Pharmacies
•Dependents
•Related Tasks

Step Three: Legal information

•Goals for Making a Will
•Legal Data (Including: Location and Date of Will, Healthcare Power of Attorney, Living Will/Healthcare Advance Directive, Durable Power of Attorney, Estate Lawyer, Trust, Designated Guardian(s))
•Location of other important documents
•Related Tasks

Step Four: Taking care of the family home

•Residence
•Property Taxes
•General Household Information
•Home-Related Services
•Apartment/Condo Information
•Miscellaneous Important Household Information
•Computers
•Related Tasks

Step Five: Insurance information

•Insurance Policy Information (Including: Home, Vehicle, Life, Term/Group, Medical, Supplemental, Long-Term Health Care, Disability, Burial, Specialty
•Related Tasks)

Step Six: Finance and investments

•Accountants
•Financial Planner
•Location of records
•Assets (Including: Bank Accounts – Checking or Savings, Safety Deposit Boxes, Annuities, Pre-funded college expenses for child or grandchild, Keogh, IRA and 401(k) plans, U.S. Treasury Bonds, Common Stocks, Firms holding investments, Other Specialty Accounts, Loans to Others, Investment/Vacation Properties, Tangible Personal Property/Holographic Will, Automobiles, RVs, and Water Craft)
•Liabilities (Including: Credit and Debit Cards, Other Sources of Debt)
•Related Tasks

Step Seven: Employment or business

•Employment Information (first person)
•Employment Information (second person)
•Home Business/Self-Employment Information
•Related Tasks

Step Eight: Funeral arrangements

•First Individual (Including: Personal Information and Final Directives)
•Second Individual (Including: Personal Information and Final Directives)
•Related Tasks

Step Nine: Transition care

•First Person’s living situation preferences (Including: In-home Care Persons or Agencies, Short Term Care Facilities, and Long Term Care Facilities)
•Second Person’s living situation preferences (Including: In-home Care Persons or Agencies, Short Term Care Facilities, and Long Term Care Facilities)
•Transportation Services
•Related Tasks

Step Ten: Pets

•Pet Health Care
•Pet Names and Identifi cations
•Final Instructions Regarding Pets
•Related Tasks

Step Eleven: A phone list

•Emergency Names, Contact Information, Clergy
•Related Tasks