Having personal information organized and ready in the event of an unplanned hospitalization, transition to a long-term care facility, or dramatic change in health function can save loved ones hours of searching for needed documents and contact information.  An inventory can speed up the many legal and financial tasks that must be accomplished, at a time when emotions may be running high.

Many older adults choose to organize personal documents in advance as an act of service and love for those they may leave behind in passing.  In other circumstances, families and spouses use an inventory, like the one below, as a guide for conversations about putting affairs in order. 

The AssistGuide Information Services (AGIS) Personal Information and Record Inventory is a valuable resource for collecting information such as:

• Deeds
• Titles
• Bank account
• Investments
• Assets
• Debt
• Insurance Policies
• Physician and Medical Information
• Power of Attorney Information
• Burial Instructions

Complete this comprehensive and user-friendly Personal Information and Record Inventory to organize key information to be used by your loved ones in an emergency.   Having a complete, clear, and organized document including all important information on hand can greatly reduce stress and anxiety in the event of a major change in the health of a loved one. 

However you choose to complete this document, it is important to make sure that it is stored in a secure and confidential location, such as a locked firebox or bank safety deposit box.  It may be wise to make a copy to be kept with trusted family members or responsible party.

It is never too early to start gathering this information.  Starting early and keeping the Inventory up to date will help make sure you haven't missed any key information.