These resources are designed to help you think through important information, responsibilities, and practical matters that may be helpful to you and your family.
Five Major Contacts
A simple worksheet to help you identify five important people or professionals who may need to be contacted when circumstances require assistance.
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Have You Made These Important Plans?
A practical guide to help you consider four common planning areas and how they may affect you.
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How to Access Your Important Information
A practical guide to help you think about where important information is kept and whether it can be accessed when it is needed.
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What Happens to Items Set Up on Recurring Payment?
A practical guide to help you think about recurring payments, what may happen to them, and why they should be considered as part of your planning.
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Who Would Your Family Call First?
A practical guide to help you think about who your family may need to contact first when an unexpected situation occurs.
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Consider This
A visual reference designed to get you thinking about important information, responsibilities, and practical matters that may deserve your attention.
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When Something Happens — What Should I Think About First?
A visual guide to help you think about what may need your attention first when an unexpected situation occurs.
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Where Does Your Important Information Live?
A visual guide to help you think about the different places where important information may be stored and whether someone could find it when needed.