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What would your family do if an illness affected your ability to keep your financial and legal affairs on track? Would your loved ones be able to make informed decisions about your estate if you died tomorrow? These are questions that you hope never to answer. Unfortunately, the plain fact is that we never know when decisions may have to be made on our behalf or about our estate. It can happen at any age.
AIER's brand new book, If Something Should Happen: How to Organize Your Financial and Legal Affairs, contains over 25 pages of worksheets designed to help organize your affairs. These handy worksheets cover everything including personal contact information, where to find personal records, and what medical information you should record. You don’t ever have to worry about leaving something out—we cover it all for you! Perhaps one of the most important worksheets in If Something Should Happen details your key medical information. To help you start organizing your affairs in case something should happen, please print and fill out the sheet below: Download PDF version of the Key Medical Information worksheet Key Medical Information Primary Doctor: Name___________________________________Phone_______________________________ Hospital______________________________________________________________________ Health Insurance: Policy _______________________________________________________________________ Policy Number_________________________________________________________________ Phone_______________________________________________________________________ Location of Medicare and/or Health Insurance Cards ___________________________________ Blood Type___________________________________________________________________ Medications and Location_________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Allergies _____________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Past Treatments or Surgeries______________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Conditions you should be aware of_________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Location of my medical records____________________________________________________ Location of organ donor information________________________________________________ Additional medical information ____________________________________________________ ____________________________________________________________________________ For more information on how to organize your financial and legal affairs, order your copy of If Something Should Happen: How to Organize Your Financial and Legal Affairs at the AIER Bookstore for just $10.
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