Medical records, including primary care physician and hospital, should be in document information.  An Advance Health Care Directive original should be in a physician’s office with a copy in personal records.  Also, other physicians, dentists, etc. can be listed in the Organizer for easy access in case of special circumstances.  Insurance policies are recorded under Insurance – for health, life, long-term care, etc.

The Estate Documents Organizer also has a form for listing potential healthcare requirements such as home care and other aspects of assisted living.

© 2010 Julie Jones, Consulting Services.  
Partial Sample Form:
NOTE:  The Estate Documents Organizer is an administrative, personal record-keeping resource and is suggestive and informational only for the many details involved in the management of the broad categories of personal, financial, legal and medical affairs.   In all particulars for laws, expert advice and services in any area covered, consult professionals.  The book, forms and suggested topics make no written or oral representations or warranties of any kind.
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