Caregiver Caregiver Checklist ChecklistProtect Protectthis thisinformation informationbybystoring storingititininaasafe safe place. place. Records & Documents
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Savings Accounts Checking Accounts Credit Cards IRA’s CD’s Stocks/Bonds Mutual Funds Home Owner Insurance Car Insurance Life Insurance Long-Term Care Insurance Other Insurance Real Estate Mortgages Deed to House Car Title Tax Records Health Care Records Birth Certificate Marriage Certificate Will Power of Attorney Advanced Directives/POLST Safety Deposit Box Valuable Objects
Caregiver checklist sponsored by Retirement Connection. 116
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