Insights from The Orlando Senior Help Desk: Get your affairs in order

 

September 8, 2023



One wonderful gift a person can give to one’s family is to put all affairs in order before a disaster or medical emergency. A physical folder plus a file on the computer is ideal. Family members must be informed about the location of these files.

• All bank accounts, account numbers and types of accounts and the location of banks.

• A list of all passwords

• Insurance Company, policy number, beneficiary as stated on the policies and type of insurance (health, life, long term care, automobile, etc.)

• Deed and titles to all properties

• Loan/lien information, who holds them and if there are any...



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