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T H E C A R E G I V E R ’ S T O O L K I T
CHAPTER 3
LEGAL & FINANCIAL CONCERNS
LIFE INSURANCE POLICIES
YOUR LIFE INSURANCE COMPANIES POLICY NUMBER(S)
NAME OF AGENT(S)
PHONE # OF AGENT(S)
LOCATION
SPOUSE’S LIFE INSURANCE COMPANIES POLICY NUMBER(S)
NAME OF AGENT(S)
PHONE # OF AGENT(S)
LOCATION
LEGAL DOCUMENTS AND RECORDS
DOCUMENT
LOCATION
DATE
COMPLETED
Will – Self
WHERE REGISTERED? ________________________________________________
EXECUTOR: __________________________________________________________
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WHERE REGISTERED? ________________________________________________
EXECUTOR: __________________________________________________________
Trust Documents:
LIVING TRUST WHERE? __________________________________________
VITAL RECORDS
DOCUMENT
LOCATION
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Self
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Social Security Cards or Copies
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Children
Marriage License(s)
Divorce Decree(s)
Separation Agreement(s)
Military Records/DD214
Custody/Guardianship Paperwork
Citizenship Papers
(if appropriate)
Adoption Papers
(if any)
Copy of Driver’s License or Maryland ID
Medicare Cards or copies
Insurance Cards or copies
My Checklist
(continued)
Harford County Department
of Community Services
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