ALL
Services Will Be Discussed With A Set Appointment Via Zoom Or In-Person
Thank You!
Do YOU Know The Following Information About Your Loved One?
Personalized Information
Personalized Information
Personalized Information
Home Information
Emergency Contacts
Adult Information
Child Information
Pet Information
Housing Expenses
Utility Expenses
Expense Track
*** ALL Customized Computer Printed Results Given In A Confidential Organized Binder***
Medical Information
Personalized Information
Personalized Information
Medical Summary
Family Medical History
Vaccination Information
Health Insurance Information
Medical Contacts
*** ALL Customized Computer Printed Results Given In A Confidential Organized Binder***
Medication Management
Personalized Information
Medication Management
Pick-up Medications From Pharmacy
Dispense Medication Pill Containers
Weekly/Biweekly/Monthly Medication Management
Will Call Doctors And Pharmacy
***ALL Customized Computer Printed Results Given In A Confidential Organized Binder***
Financial Information
Needing Extra Time Learning About Technology:
Medication Management
FOR APPOINTED REPRESENTATIVE ONLY
Bank Accounts
Credit Card Information
Investment Accounts
Health Insurance
Life Insurance
Home Insurance
Flood Insurance
Car Insurance
Stored Valuables
Storage Units
Home Inventory
PASSWORDS FOR APPOINTED REPRESENTATIVE ONLY
*CLIENT WILL FILL OUT OWN PASSWORDS*
Social Media Accounts
Website Accounts
Password Tracker
Cell Phone Login Information
Security Questions and Answers
Codes and Combinations
***ALL Customized Computer Printed Results Given In A Confidential Organized Binder***
Final Wishes/Notes-Will Provide Referrals
Needing Extra Time Learning About Technology:
Needing Extra Time Learning About Technology:
End-Of-Life Directives
Obituary Information
Funeral Arrangements
Burial Information
Cremation Information
Prepaid Arrangements
Funeral Service
Military Funeral
Memorial Services
Possession List
Final Wises/Notes
DNR or Full Code
***ALL Customized Computer Printed Results Given In A Confidential Organized Binder***
Needing Extra Time Learning About Technology:
Needing Extra Time Learning About Technology:
Needing Extra Time Learning About Technology:
TV/ Remotes
Computer/Tablet
Phone/Voice Mail Set Up
Alexia Apps
Knowledge How To Set Up Medication
Set Up Accounts
Online Banking
Food Delivery Uber/Uber Eats/Door Dash/Pharmacy Delivery
Hospital/Doctors Portals
Caregiver Training 101
Visual Aids
Walker/Cane/Wheelchair
How To Care For A Bedridden Patient
***ALL Customized Computer Printed Results Given In A Confidential Organized Binder***
Home Maintenance-Will Provide Referrals
Home Maintenance-Will Provide Referrals
Home Maintenance-Will Provide Referrals
Ramps
Grab Bars
Lighting Inside/Outside Home
Smoke Detectors
Doorways Wide Enough For Walkers/Wheelchairs
Air Conditioning Recommendations
Cleaning Services