The following list was provided to OWLSF by Susan Pollack, November 2022


[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


  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

San Francisco Women Against Rape

SFWAR provides support for women who have been raped whenever that occurred.  There is a need for volunteers over 60 to be there for older women who are calling. SFWAR is recruiting and training new volunteers for their sexual assault crisis counselor training, to serve our clients who access our 24/7 hotline, request medical advocacy at SF General, or want to participate in peer counseling.

To find out more and to download an application to volunteer

Beware of Medicare Fraud

Senior Medicare Patrol (SMP) helps Medicare and Medicaid beneficiaries avoid, detect, and report health care fraud. They both protect beneficiaries and help preserve the integrity of the Medicare and Medicaid programs by recovering and avoiding the billions of dollars typically lost to health care fraud each year.

Brain Health Registry For Caregivers

In collaboration with researchers at UCSF’s Aging, Metabolism and Emotions Center, directed by Drs. Elissa Epel & Aric Prather, the Brain Health Registry is working to better understand the daily and psychological experience of caregivers

Caregivers care for people with different disabilities, injuries, and illnesses – brain disease, heart disease, autism, and other conditions.  Many are caregivers for someone who needs extra help due to age.

Caregivers have a difficult task before them: How do they provide the best care for their loved one AND take care of their own health and wellness? While the answer is complex, research shows that one of the most important things caregivers can do is to take care of themselves.

Women’s Clinical Trials

The FDA Office of Women’s Health (OWH) is partnering with the NIH Office of Research on Women’s Health to initiate a Diverse Women in Clinical Trials Campaign (DWCT).  The campaign’s goal is to raise the awareness of the importance for women of different ages, races, ethnic backgrounds, and health conditions to participate in clinical trials.

The following websites offer excellent information:

Medicare: Special New Website

The Alliance for Retired Americans is pleased to launch Click on the link to read the personal stories of what Medicare has meant to several Alliance members personally since its inception, and how much it has changed their lives. As we celebrate the 50th anniversary year, we will add new features and details about Alliance events to mark the occasion and ways you can help remind policymakers to protect this essential, earned benefit. (Click RESOURCES above).

Walk San Francisco

Walk San Francisco’s Report on Walking measures how San Francisco is meeting the goals, as laid out in the Mayor’s 2013 Pedestrian Strategy, to make walking safer and more enjoyable.

Unfortunately, seniors are disproportionately impacted by pedestrian fatalities. While seniors make up 17.5% of San Francisco’s population, seniors accounted for 47% of the pedestrian fatalities in 2014. As our older population ages in place, the City must make sure our streets are safe.  Here is a link to keep informed of what Walk San Francisco is doing