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Caregiver Checklist
Caregiver Checklist
Records & Documents y n Location
Savings Accounts
Checking Accounts
Credit Cards
IRA’s
CD’s
Stocks/Bonds
Mutual Funds
Home Owner Insurance
Car Insurance
Life Insurance
Long-Term Care Insurance
Other Insurance
Real Estate
Mortgages
Deed to House
Car Title
Tax Records
Health Care Records
Birth Certificate
Marriage Certificate
Will
Power of Attorney
Advanced Directives/POLST
Safety Deposit Box
Valuable Objects
Your most comprehensive
retirement resource.
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