TIME TO GET ORGANIZED-3

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GETTING ORGANIZED - GATHERING YOUR INFORMATION

Start with the personal information for your immediate family members.

Also gather any legal documents
• Full legal name and birth date
• Health card number
• Driver’s license and passport number
• Blood type
• Medications
• Allergies
• Health care provider contact information
• Other important contacts
• (daycare, school, specialist, in case of emergency, etc)

Also gather legal documents (continued):
• Will
• Powers of attorney (including directions on how to manage your financial, health care, and end of life decisions)
• Trusts
• Birth certificate
• Marriage certificate
• Divorce certificate