COUNCIL ON AGING - SOUTHERN CALIFORNIA Aging My Way Binder Checklist Discuss the Contents of Your Binder with Your Loved Ones & Care Team. Let Them Know Where to Locate It in Case of an Emergency. ITEM Medication List (Name, Dosage, Frequency, Doctor, Pharmacy) Military Service Records Monthly Income (All Sources) and List of Expenses (Routine Bills, including Online Bill Pay) Personal Loans/Loan Agreements Pet and Veterinarian Information Power of Attorney for Finances Power of Attorney for Healthcare (also included in Advance Health Care Directive) Pre/Post Marital Agreements Property List & Deeds / Property Tax Receipts Rental Agreement / Business Contract(s) Retirement / Pension Plan Safety Deposit Box (Location, Number, Location of Keys) Special Things to Know About Me Summary of Heart-to-Heart Conversations Tax Returns (Federal & State) Usernames and Passwords Will / Trust with Updated Beneficiary Designation (Reviewed Regularly) LOCATION / NOTES Council On Aging - Southern California | 714-479-0107 | www.coasc.org Answers Guide 24/25 93 AGING MY WAYhttp://www.coasc.org