November 19 Member Meeting: GETTING OUR AFFAIRS IN ORDER FOR 2023

PREPARING OUR IMPORTANT INFORMATION
FOR LOVED ONES IN CASE OF
A HEALTH CRISIS OR EVEN DEATH

Speaker Susan Pollack is a retired lawyer with extensive experience in banking and financing and a recent transplant from New York.  She will speak to us from her professional experience, but also from her personal experiences during her husband’s illness and eventual death.  She will talk about what information needs to be organized and communicated to prepare for a crisis.

  • Critical Contact Information: doctors, other health care providers, lawyers, advisors, pharmacy
  • Finances: Social Security, pensions, other assets and sources of income, banking (list of automatic payments), investments, taxes, real estate, loans
  • Legal: power of attorney, will, birth certificates, insurance, Advanced Care Directive, DNR and other documents
  • Notifications: names of friends and contact information, clubs, organizations
  • Personal: pets, possessions, jewelry and keepsakes
  • And MUCH more

ZOOM Meeting Nov. 19, 2022, 11AM to 12:30PM

Guests, family members, spouses welcome!

For more information: email info@owlsf.org, or Call (415) 712-1695

Subsequent to the meeting, presenter Susan Pollack made her list of priorities available to us. See below. 

ESTATE INFORMATION – Outline

[Updated 11/2022]
  1. Contacts
  2. Estate Attorney
  3. Financial Advisor
  4. Bank(s)
  5. Insurance Agent
  6. Accountant
  7. Doctors
  8. Pharmacy
  9. Estate Documents
  10. Will
  11. Trusts
  12. Powers Of Attorney (original and on file at institutions)
  13. Health Care Proxies (original and on file with doctors and institutions)
  14. Funeral/burial arrangements; draft obituary; photographs for obituary
  15. Long term care arrangements
  16. Information on family dynamics (guidance)
  17. Property to be dealt with
  18. Investments/Brokerage Accounts/Life Insurance
  19. Bank Account(s); safe deposit box
  20. Real Estate
  21. Personal property and other valuable assets, pets
  22. Automobile
  23. Where to find things
  24. Jewelry and other items of value (market or sentimental)
  25. Original executed documents (will, trusts, POA’s, health care proxies)
  26. Passport/medical/social security/insurance cards/driver’s license, birth and marriage

certificates

  1. Credit cards
  2. Bank and Investment Statements
  3. Evidence of tax payments/tax filings – federal, state and real estate –
  4. Insurance Policies
  5. Real estate documents
  6. Lists of friends/contacts
  7. Lists of service providers, including utilities
  8. Lists of passwords
  9. keys
  10. Stop/Monitor/Pay
  11. Social Security/Medicare/supplemental health
  12. Pension
  13. Credit Cards
  14. Auto-Pay
  15. CableTV/internet/electric/water
  16. Rent/maintenance/real estate taxes/income taxes
  17. Insurance premiums (property/liability)
  18. Social media
  19. Insurance
  20. Property and Liability (including driver’s)
  21. Medical
  22. Professional
  23. Automobiles
  24. Certificates of title (pink slips)
  25. Insurance

Update Periodically