@sueinmn, Thanks Sue. Yes, I keep a handy list of docs &, emerg. contacts with numbers & locations as well as a dated list of all meds, along with health &other ins. cards in billfold as well. Although, my daughter has a copy of what I first posted, I appreciate the tip to make a couple of other filled out copies to have on hand "just in case". I made extra blank copies of the first two docs referred to above to share with others.

Additionally, a couple of years ago, I compiled a comprehensive notebook for myself and a duplicate for my daughter: "URGENT INFORMATION" listing all insurance, banking,investment, utilities, automatic bank pmts for accounts, vet & emerg. vet clinic, credit cards, qtrly tax dates and sources requiring taxes, sources of income, doctors/specialty, prescriptions & otc, property, car and personal maintenance & service people as well as friends, neighbors and online groups and people I corrspd. with regularly. These have acct numbers, locations,phone numbers, etc. Also included is who has keys to my home.

This expandable folder is first in my file cabinet and also contains Estate, Will, legal, medical, POAs and Directives for medical as well as for state banks and investment firms. A last inclusion is a list of what is held in my bank safety deposit box. It took some time to compile this but I set the date of April 15th to update it each year. At least once/yr., if not before, everything gets updated.

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