Resource Collection

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.

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