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EMAIL: KarenHaynes@NextStepPartners.org

Advantages of the Journal

Would you like to achieve peace of mind for your family/friends/caregiver?  Our unique journal let’s you record information that is important to you and valuable to family/friends/caregivers when need be.  Easy to complete and possibly the most important book you will ever own. 

  • Organize your information
  • Record what’s important
  • Keep everything in one place




  • Family/Friends/Professional Sections
  • Assets Section
  • Personal Documents (Do you have, and where is it kept)
  • Personal On-Line Accounts/Passwords
  • Medical Information Section
  • Income/Debt Section
  • Pockets to store documents
  • Business Card Holder

Articles Posted in the Sunday Capital
January 12, 2014 

The Savvy Senior, Jim Miller wrote:

Most children don’t know much about their parents’ financial situation or end-of-life plans, but they need to. Getting up to speed on your elderly parent’s finances, insurance policies, long term care plans and other information is important because some day you might have to help them handle their financial affairs or care, or execute their estate plan after they die. Without this information, your job becomes much more difficult.

Contacts—Make a list of names and phone numbers of close friends, clergy, their doctors, lawyer, accountant, broker, tax preparer, insurance agents, etc.

Personal Documents—Find out where they keep their social security card, marriage license, military discharge papers.

Secured Places—Make a list of places they keep under lock and key or protected by password, such as online accounts, safe deposit box, safe combination, security alarms

Service Providers—Make a list of the companies of people who provide them regular services, like utility companies, lawn service, etc.

Medical Information—Make a copy of their medical history (any drug allergies, past surgeries, etc) and a list of medications they take.

Legal Documents—Do they have an updated will or trust and where is it located?

Power of Attorney—Do they have a power of attorney document that names someone to handle their financial matters if they become incapacitated.

Financial Records—Make a list of their income sources such as pensions, Social Security, IRAs, 401Ks, investment, etc. Make a list of the banks and brokerage accounts they use (checking, savings, stocks, bonds, mutual funds, IRA’s) and their contact information.

Insurance—Make a list of insurance policies they have (life, long-term care, home, auto, Medicare, etc.)

Let's Talk ABout HELP for Caregivers

A large percent of our population is in a caregiving capacity. This will help.

Dear Abbey

My name is Jim and I recently lost my wife after 40 years of marriage. Amy always took care of the inside of the house and I took care of the outside. We always assumed I would be the first to pass on, but that did not happen.
I was so lost without Amy. I had no idea of what creditors she paid on-line, which she wrote checks to, where our financial and insurance information was kept let alone whether those documents were current or not. She always took care of all of that. It took me months to find/sort through all the papers.

Abby, please let your readers know that writing down important information of this nature is so critical to loved ones left behind at a time when caring for the lost one is hard enough.

—Devastated Jim

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