|
INTRODUCTION
CAREGIVERS need
guidelines on how to comfort a
loved one. When individuals become
our caregivers, they should have our
guidelines available to
them. We all worry about wills,
funerals, and leaving finances in order —
for after we die. This book is focused on lessening pain
and stress when we are older, sometimes helpless,
but still alive! Therefore,
this book has two audiences or sets of possible
readers:
The first set
constitutes those of us who recognize that
we are, in fact, getting older — and
that it is possible that we will one day be older,
forgetful, infirm, unable to communicate feelings
and desires, and/or ineffective in seeing
to it that we get what we need.
The second set
is made up of people who will care
for us. If we are lucky, we can predict who those
people will be and we can pass this book
on to them. If we are lucky, they will be the
people who love us — our children, other family
members, or very close friends.
This book is designed
to be filled out by the
individual for whom future care is intended and
then handed over to your future caregivers.
This book is a person’s
chance to direct not only the
care they will receive, but the "who’s, what’s,
when’s where’s and how’s"
of his or her daily life.
Maybe it is not
comfortable for you to discuss this
with your caregivers. Maybe it is not comfortable
for them either. Maybe you cannot even
tell them you have prepared this book for their
use. You can, however, leave it with important papers,
on your desk, where you stash your unpaid bills,
or under your address book. In other words, you
can leave it where they are bound to find it when
suddenly there is a need to take care of you and
handle your affairs. Either way, they will have it
and be able to be guided by your wishes.
If you are one of the
lucky individuals who can
discuss your wishes with your future caregivers, this
book can help open all kinds of doors.
If possible give it to
your future caregiver now. Ask them
to become familiar with it. Invite them to ask you
questions. Invite them to make notes in it.
Remember: this is a
living document in more ways than
one.
The guide is divided
into eleven parts. I have made
every effort to anticipate all the categories that
affect our lives — not merely the big decisions,
but all the little things that enhance the quality
of each day.
Because this is a tool
that I too will be using and
filling out for my own children, there are places
throughout the book where I have jumped right
in and provided you, the reader, with sample answers.
These are my answers for my children. It is
there to give you an idea of the scope or detail you
may wish to provide in your own responses to your
future caregivers. Your responses will certainly be
your own.
At the end of the
eleven parts, I have added an
extra chapter. To supplement the specific guidlines you
provide your caregivers, I offer some general guidance
that can help all of our future caregivers.
Following this final
chapter, there is a section called
"Notes." This contains a section of the blank pages
that I promised earlier. I am sure you will think
of categories that I’ve not included, and apply
to you and your own special needs and requests.
You might simply need additional space to
complete comments from an earlier chapter.
Make these pages your
very own. And finally, I ask
that you consider writing to me and sharing your own thoughts on
how the guide can be enhanced.
If you have topics that you feel
are important and were left out of this edition, I’d
appreciate you sharing your ideas with me. I would
like to improve upon this original concept and
make the guide valuable to future generations.
— Dee
Marrella

PART I I
Priorities for
Care
Those who bring
sunshine to the lives of others
cannot keep it from
themselves.
James M. Barrie
Address each section
below as completely as possible
Note: Update
this section whenever there is a change in medication,
attending physicians, etc.
Physical problems I
have and medications I take for
them (include all prescription and across-the counter drugs):
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
Allergies I have
and medications I take for them (include
all prescription and across-the-counter drugs):
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
My family history
of reproductive problems (miscarriages,
stillbirths, infertility, birth defects):
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
My family history
of diseases (diabetes, cardiac,
mental challenges, etc.):
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
My Favorite Product
Brands
Toothpaste: _______________________________________
Mouthwash: _______________________________________
Laxative: _________________________________________
Headache Remedy: _________________________________
Vitamins:
General Multivitamin: _________________________________
Vitamin C:_________________________________________
Other:____________________________________________
Other:____________________________________________
Other:____________________________________________
Deodorant: ________________________________________
Perfume/Cologne/Aftershave
Lotion: _____________________
Lipstick Color: ______________________________________
Makeup:
1.________________________________________________
2.________________________________________________
3.________________________________________________
Hair Coloring Kit: ____________________________________
Hairspray: _________________________________________
Nail Polish: ________________________________________
Moisturizer: ________________________________________
Razor: ____________________________________________
Shaving Creme: _____________________________________
Facial Hair Remover: _________________________________
Soap: _____________________________________________
Other Items: ________________________________________
__________________________________________________
If I Had a
terminal Illness
__________
I would want to know.
__________
I would not want to know.
Comments on above:
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
Would I want you to
request any hospital or doctor
to keep me alive through extreme means if
I were suffering?
__________
Yes __________ No
Comments on use of
life support:
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
What is a "Living
Will?"
A "LIVING
WILL" IS A DOCUMENT (also known as an advanced
directive) that states in advance of a serious illness or
accident what medical treatments you want or don’t want to
receive. It can also be a document in which the signer requests
to be allowed to die rather than be kept alive by artificial
means if disabled beyond a reasonable
expectation of recovery. When
signed by a competent person, it can provide guidance
for medical and health-care decisions (as the termination of
life support or organ donation) in the event the person
becomes incompetent to make such decisions.
A simple statement
could be created and signed in front
of witnesses. It is recommended that two witnesses also sign
the document. Those witnesses should not be direct members
of your family or someone who would benefit financially in
the event of your death.
NOTE: It
is very important to understand that if you fail to
make a living will accessible to others, it is actually or no
value and become completely worthless.
Copies of your living will
should be (1) kept with this guide and (2) given to any member
of your immediate family that you feel should have one,
(3) to your primary care physician and any specialists you
work with, (4) your attorney, (5) and the hospital to which
you feel you would most likely be taken in case of an emergency.
If you are admitted to a nursing home, make sure
the administration has a copy. It wouldn’t be a bad idea to
carry a copy in your purse or wallet.
Always discuss any
matters of a legal nature with an attorney of
your choice.
"Do I want my
doctors to keep me alive through
artificial means if I become seriously ill
or injured?"
__________
Yes __________ No
Specifically, I want
the following to be done:
If my heart
stops, I do _______ do not _______
want CPR
(cardio-pulmonary resuscitation).
I do _______
do not _______ want to be
placed on any mechanical
breathing apparatus.
I do _______
do not _______ wish to have
any blood transfusions.
I do _______
do not _______ want any
intravenous food administered.
I do _______
do not _______ want any
liquids administered intravenously.
If I am
transported to a healthcare facility and placed
on life support, I do _______ do not _______
want it stopped at the directive of my
representative(s).
Comments on this
subject:
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
I Would Like to Be
an Organ Donor.
__________
Yes __________ No
Comments on Organ
Donation:
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
Any Special
Requests Regarding Organ Donation:
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
_________________________________________________
My preferred Healthcare
providers
Physician:
Name___________________________________
Phone ___________________________________________
Address __________________________________________
_________________________________________________
Dentist: Name______________________________________
Phone ____________________________________________
Address __________________________________________
_________________________________________________
Podiatrist: Name___________________________________
Phone ___________________________________________
Address __________________________________________
_________________________________________________
Optometrist: Name__________________________________
Phone ____________________________________________
Address __________________________________________
_________________________________________________
Optician: Name____________________________________
Phone ___________________________________________
Address __________________________________________
_________________________________________________
Pharmacy: Name___________________________________
Phone ____________________________________________
Address ___________________________________________
__________________________________________________
Hospital: Name______________________________________
Phone ____________________________________________
Address ___________________________________________
__________________________________________________
Other: Name________________________________________
Phone _____________________________________________
Address ____________________________________________
___________________________________________________
Doctors, Hospitals,
Other Professionals That
I Never Want to Go
Back to:
Name_____________________________________________
Phone ___________________________________________
Address __________________________________________
_________________________________________________
Name_____________________________________________
Phone ____________________________________________
Address ___________________________________________
__________________________________________________
Name_____________________________________________
Phone ____________________________________________
Address ___________________________________________
__________________________________________________
My Thoughts on a
Nursing Home or Alternative
Living Facility and My
Personal Care Priorities:
_______________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________

PART V I I I
Financial and
Business Affairs
My Business Affairs
Locating and
understanding where important papers
can be found (provide location, contact person
if needed, contact phone numbers):
Will:
Name______________________________________________
Phone _____________________________________________
Address ____________________________________________
___________________________________________________
Checking Account(s):
Name_______________________________________________
Phone ______________________________________________
Address _____________________________________________
____________________________________________________
Account Number(s)
_____________________________________
Savings Account(s):
Name________________________________________________
Phone _______________________________________________
Address ______________________________________________
_____________________________________________________
Account Number(s)
______________________________________
Stock Certificates:
Name_________________________________________________
Phone ________________________________________________
Address _______________________________________________
______________________________________________________
Owner’s Name __________________________________________
Name_________________________________________________
Phone ________________________________________________
Address _______________________________________________
______________________________________________________
Owner’s Name __________________________________________
Name_________________________________________________
Phone ________________________________________________
Address _______________________________________________
______________________________________________________
Owner’s Name __________________________________________
Name_________________________________________________
Phone ________________________________________________
Address _______________________________________________
______________________________________________________
Owner’s Name __________________________________________
Name_________________________________________________
Phone ________________________________________________
Address _______________________________________________
______________________________________________________
Owner’s Name __________________________________________
Bonds:
Name_________________________________________________
Phone ________________________________________________
Address _______________________________________________
______________________________________________________
Owner’s Name __________________________________________
Insurance Policies:
Name_________________________________________________
Phone ________________________________________________
Address ______________________________________________
_____________________________________________________
Policy Number _________________________________________
Name________________________________________________
Phone _______________________________________________
Address ______________________________________________
_____________________________________________________
Policy Number _________________________________________
Name________________________________________________
Phone _______________________________________________
Address ______________________________________________
_____________________________________________________
Policy Number _________________________________________
Name________________________________________________
Phone _______________________________________________
Address ______________________________________________
_____________________________________________________
Policy Number _________________________________________
Special Collections
(i.e., stamps, coins,
other collectables):
Item Name: ___________________________________________
Name________________________________________________
Phone _______________________________________________
Address ______________________________________________
_____________________________________________________
Distribution of
Assets
NOTE: your
will is the single best tool for delineating what
items of value are to be distributed to which
individual(s). The list below can serve as a backup
tool. List here "Item" and name(s) of recipients.
Be as specific as you
can.
How I would like my
children to divide my furnishings,
jewelry, etc.:
_____________________________________________________
_____________________________________________________
_____________________________________________________
_____________________________________________________
_____________________________________________________
_____________________________________________________
Important Names
and Phone Numbers
Important Names and
Phone Numbers (this list includes
individuals you deal with both personally and
for business):
Bank
Name_________________________________________________
Phone ________________________________________________
Address _______________________________________________
______________________________________________________
List all account
numbers ___________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
Financial Planner
Name__________________________________________________
Phone _________________________________________________
Address _______________________________________________
______________________________________________________
Lawyer
Name__________________________________________________
Phone _________________________________________________
Address ________________________________________________
_______________________________________________________
Accountant
Name__________________________________________________
Phone _________________________________________________
Address ________________________________________________
_______________________________________________________
Broker
Name__________________________________________________
Phone _________________________________________________
Address ________________________________________________
_______________________________________________________
Money Market Fund
Name__________________________________________________
Phone _________________________________________________
Address ________________________________________________
_______________________________________________________
Account Number(s)
________________________________________
_______________________________________________________
______________________________________________________
Funeral Home
Name__________________________________________________
Phone _________________________________________________
Address ________________________________________________
_______________________________________________________
Safety Deposit
Box/Keys
Name__________________________________________________
Phone _________________________________________________
Address ________________________________________________
_______________________________________________________
Box Number _____________________________________________
Comments:
_______________________________________________________
_______________________________________________________
_______________________________________________________
_______________________________________________________
_______________________________________________________
_______________________________________________________
_______________________________________________________
_______________________________________________________
_______________________________________________________
_______________________________________________________
Where to locate
important papers:
CREDIT CARDS:
Visa:
Account # ___________________________________
MasterCard:
Account # ___________________________________
Discover:
Account # ___________________________________
American Express:
Account # ___________________________________
Other Credit Cards:
Account # ___________________________________
Location/Comments:__________________________
____________________________________________
____________________________________________
____________________________________________
Bank Account Books:
Location/Comments:__________________________
____________________________________________
____________________________________________
____________________________________________
Rental Property
Payment Books:
Location/Comments:__________________________
____________________________________________
____________________________________________
____________________________________________
Other Financial
Records:
Location/Comments:__________________________
____________________________________________
____________________________________________
____________________________________________
____________________________________________
IMPORTANT KEYS:
Keys to
House/Apartment:
Location/Comments:
_______________________________________
_______________________________________________________
Keys to Car(s):
Location/Comments:
_______________________________________
_______________________________________________________
Other Important Keys:
Location/Comments:
_______________________________________
_______________________________________________________
WILL:
Two people with copies
of my will:
Name___________________________________________________
Address ________________________________________________
Phone # ________________________________________________
Name__________________________________________________
Address ________________________________________________
Phone # ________________________________________________
POWERS OF ATTORNEY
Two people with Powers
of Attorney:
Name__________________________________________________
Address ________________________________________________
Phone # ________________________________________________
Name__________________________________________________
Address ________________________________________________
Phone # ________________________________________________
BIRTH CERTIFICATE:
Two people with copies
of my birth certificate:
Name__________________________________________________
Address ________________________________________________
Phone # ________________________________________________
Name__________________________________________________
Address ________________________________________________
Phone # ________________________________________________
MY SOCIAL SECURITY #:
_________________________________
INSURANCE POLICIES:
Name of
Insurance Company ________________________________
Insurance
Company Phone #________________________________
Policy #________________________________________________
Address of
Company _____________________________________
______________________________________________________
Location of
Policy ________________________________________
Name of
Insurance Company _______________________________
Insurance
Company Phone #________________________________
Policy #________________________________________________
Address of
Company _____________________________________
______________________________________________________
Location of
Policy ________________________________________
Name of
Insurance Company _______________________________
Insurance
Company Phone #________________________________
Policy #________________________________________________
Address of
Company _____________________________________
______________________________________________________
Location of
Policy ________________________________________
Cash or Long Term
Care Policy that I have to cover
nursing home costs:
Name of Policy __________________________________________
Policy #________________________________________________
Address of
Carrier _______________________________________
Location of
Policy ________________________________________
Name of Policy __________________________________________
Policy #________________________________________________
Address of
Carrier ________________________________________
Location of
Policy ________________________________________
Name of Policy __________________________________________
Policy #________________________________________________
Address of
Carrier ________________________________________
Location of
Policy ________________________________________
List of Personal
Assets:
Name of Item ___________________________________________
Location of Item
_________________________________________
Appraisal ______________________________________________
Location of
Appraisal _____________________________________
Name of Item ___________________________________________
Location of Item
_________________________________________
Appraisal ______________________________________________
Location of
Appraisal _____________________________________
Name of Item ___________________________________________
Location of Item
_________________________________________
Appraisal ______________________________________________
Location of
Appraisal _____________________________________
Name of Item ___________________________________________
Location of Item
_________________________________________
Appraisal ______________________________________________
Location of
Appraisal _____________________________________
Pensions and
Retirement Accounts:
Title of Pension
Plan/Retirement Account:
______________________________________________________
Account Number: ________________________________________
Location: ______________________________________________
______________________________________________________
Title of Pension
Plan/Retirement Account:
______________________
Account Number: _________________________________________
Location: _______________________________________________
______________________________________________________
Title of Pension
Plan/Retirement Account:
______________________________________________________
Account Number: ________________________________________
Location: ______________________________________________
______________________________________________________
Home:
Address: _______________________________________________
Purchase Price: __________________________________________
Current Value: ___________________________________________
Date of last
appraisal: _____________________________________
Location of
Deed(s): ______________________________________
Automobile(s):
Make/Model: ____________________________________________
Year: __________________________________________________
Location of
Title: _________________________________________
Make/Model: ____________________________________________
Year: __________________________________________________
Location of
Title: _________________________________________
Make/Model: ____________________________________________
Year: __________________________________________________
Location of
Title: _________________________________________
Other Assets:
Furs
Comments: _____________________________________________
______________________________________________________
______________________________________________________
Jewelry
Comments: _____________________________________________
______________________________________________________
______________________________________________________
Antiques
Comments: _____________________________________________
______________________________________________________
______________________________________________________
Stamps:
Comments: _____________________________________________
______________________________________________________
______________________________________________________
Coins:
Comments: _____________________________________________
______________________________________________________
______________________________________________________
Other:
Comments: _____________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
Any Debts Owed:
Type: _________________________________________________
Name to be paid:
________________________________________
Address: ______________________________________________
Phone # _______________________________________________
Type:
_________________________________________________
Name to be paid:
________________________________________
Address: ______________________________________________
Phone # _______________________________________________
Type: _________________________________________________
Name to be paid:
________________________________________
Address: ______________________________________________
Phone # _______________________________________________
Type: _________________________________________________
Name to be paid:
________________________________________
Address: _______________________________________________
Phone #
_______________________________________________ |