Professional Documents
Culture Documents
Created on _____________________
Signature _____________________
This document is intended to make it easier for anyone to manage my affairs in the event I become
incapacitated or to manage my estate when death occurs. I created it for my family and anyone I have
appointed as a representative, agent, or executor.
This document is not intended to be interpreted as a Last Will and Testament or Living Will. These
guidelines are only intended to help family and caregivers manage my affairs.
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Residence
Address
Access
2. Keyholders:
Alarm System
Mortgage
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6. Payments:
8. My mortgage is paid off, but should you need to review the mortgage documents, they can be
found here: my safe
Real Estate
Vehicle
Employment
Dependent
Dependent
Dependent Documents
2. Important documents, such as birth certificates and passports, for my dependents are in the
following location: my safe.
3. In the event of an emergency, the following people have agreed to care for my dependents:
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a. Full Name: charmin chereese carroll
Phone: (417) 828-8103
Pet
a. Name: bubby
Description: black cat
Special Instructions: raerae will go crazy if she doesnt have bubby with her
Caretaker
2. In the event of an emergency, the following person has agreed to care for my pet:
Health
Insurance
a. Type: medical
Company: triwest military insurance
Broker Name: NA
Phone: ____________________
Email: ____________________
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Medications and Pharmacy
Financial Information
Banking
Investment
Bill
Taxes
Debt
5. Debt
Type: medical bills
Amount: $$0.00
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Creditor: cox
Location of Loan Documents: filing cabnets
Debtor
Estate Documents
- Living Will
- Power of Attorney
- End-of-Life Plan
Important Documents
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Secure Storage
1. I do not have any secure storage such as a safe, or storage outside of my residence, such as a
storage unit or safe deposit box.
Personal Devices
1. It’s important you’re able to access my personal devices. A record of my personal devices and
access codes are located in a file on my computer. The document path for the file is: google
account
Online Accounts
2. It’s important you’re able to access my online accounts. My accounts and passwords are stored
in my password manager. The password manager I use is called google. marcdella laree donson
also has access to this account. They can be contacted at:
Phone: (417) 527-3472
Email: lauriecoots72@gmail.com
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