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Family Planning For Aging In Place:

Your Protected Information Checklists

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Insurance, medical, and financial records– Do you know where this critical info lives?

If you or your loved one is considering aging in place, make sure that you have taken care of all the essential details as you prepare for the future.

It's important to gather all essential personal and contact information in a single place. With one centralized point of contact holding the most up-to-date information, family members can be sure that all medical and financial information is reliable so that it can be referenced in case of emergency. 

Need help pulling together all this information? Download our free checklist to ensure that you and your family members are prepared.