Practical Paperwork Checklist

Start with an advance directive, which may include a living will and a healthcare proxy naming who can make medical decisions if you cannot. Add a durable power of attorney for financial matters. Include copies of insurance cards, Medicare or Medicaid cards and prescription coverage information. Keep a current medication list and key medical records, such as pathology and imaging reports. If you have a will or trust, note where the originals are stored. An attorney can help make sure documents meet your state's requirements.

Gather bank and retirement account information, pension details, life insurance policies, recent tax returns and a list of monthly bills. Record Social Security and disability benefit information. For asbestos-related claims, keep employment history, union records, military records such as a DD-214 and any statements about where you worked. Organize bills and explanation of benefits forms from insurers in case questions arise. Keep claim correspondence together and note dates of contact. Store the proxy and advance directive where family can reach them quickly, and give copies to your doctors so they become part of your medical record.

Make a list of online accounts and how to access them, stored securely, such as in a password manager or a locked location. Tell a trusted person where your documents are kept. Keep paper originals in a fire-resistant box or safe place and scan copies to a secure digital folder. Review the checklist at least once a year and after major changes, such as a move, new diagnosis or change in family situation. Updated documents are more useful than old ones.

1. 1

   Complete or update an advance directive, healthcare proxy and financial power of attorney.

2. 2

   Collect insurance cards, benefit letters, account information and tax returns in one folder.

3. 3

   Gather work history, union records and military papers related to possible asbestos exposure.

4. 4

   Tell a trusted person where documents are stored and how to access account information securely.