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Take Our Quiz

How familiar are you about your loved one's basic personal information? Knowing the answers to these questions can be extremely helpful when a serious event occurs to an elderly or retired person.

 
 
General
 

 

 
1. Do they have a safety deposit box?
yes no
  2. Do you know where they keep their tax records?

yes no

  3. Have they purchased a burial plot?

yes no


Financial  
  4. Do they use more than one financial institution? yes no
  5. Do they have more than one brokerage account? yes no
  6. Do you know where their vehicle titles are kept? yes no

Legal

 
  7. Do they have a lawyer? yes no
  8. Do they have a will? yes no
  9. Do they have a current Health Care Power of Attorney? yes no

Residential

  10. Do you know where they keep the deed to their house? yes no
  11. Do you know who provides their homeowner's insurance? yes no
  12. Have the real estate taxes been paid in a timely fashion? yes no

Medical
  13. Do you know who their primary care physician is? yes no
  14. Are they currently seeing a specialist? yes no
  15. Are they taking their medicine as prescribed? yes no
   
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