Getting Your Affairs in Order

National Institute on Aging: For Caregivers You may have some extra time at home due to social distancing. Use it to get your important papers in order. The specific list of documents will vary from family to family, but here are some examples of personal and financial records to put together: Personal Records Full legal name, Social Security number, and date and place of birth Location of birth and death certificates and certificates of marriage, divorce, citizenship, or adoption Names and phone numbers of close friends, relatives, doctors, lawyers, and financial advisors Current medications  (be sure to update this regularly) Location of living will and other legal documents Financial Records Sources of income and assets (pension from your employer, IRAs, 401(k)s, interest, etc.) Social Security and Medicare/Medicaid information Insurance information (life, health, long-term care, home, car) with policy numbers and agents' names and phone numbers Names of your banks, account numbers (checking, savings, credit union), and safety deposit box information Investment income (stocks, bonds, property) and stockbrokers' names and phone numbers Copy of most recent income tax return Liabilities, including property tax, mortgages, and other debts— what is owed, to whom, and when payments are due     What kinds of papers should you collect while getting your affairs in order? The National Institute on Aging has a place to start! Check out these lists of personal and financial documents to pull together: https://www.nia.nih.gov/health/getting-your-affairs-order#important-papers