This easy-to-use printable packet includes the most vital forms and checklists needed to manage legal, medical, and financial affairs with confidence. Whether you're planning ahead or navigating a current transition, this kit provides clarity and peace of mind. 
 
These are documents you or your loved one fill out to cover all the big areas of concern.
 
Included in the Kit:
Personal Information & Emergency Contacts
Physician Names & Contacts
Current Medication List
Health & Prescription Insurance Information
Quick Overview of Legal Document Locations
Section for Bank Names & Insurance Company Names for easy access
Important Document Checklist
End of Life Wishes
Additional Information Section
 
*The legal documents (Power of Attorney, Living Will, etc) are NOT included in this kit. Best for people who already have these documents established.*
 
Perfect for:
Seniors aging in place
Family caregivers
Estate and care planners
Stay ready, reduce stress, and make sure nothing important gets missed.