SUN CITY ROSEVILLE FOUNDATION
PO Box 819,  Roseville, CA 95678-0819
916-774-9040

Survivor's Guide Forms
    SECTION 1, PERSONAL

      1.1    PERSONAL INFORMATION

      1.2    PARENTS

      1.3    SIBLINGS

      1.4    MARRIAGE/UNION

      1.5    CHILDREN

      1.6    GRANDCHILDREN

      1.7    OTHER FAMILY AND CLOSE FRIENDS

      1.8    EDUCATION AND MILITARY SERVICE

      1.9    EMPLOYMENT

      1.10   CLUBS AND AFFILIATIONS

      1.11   RELIGIOUS AFFILIATION, ACHIEVEMENTS & AWARDS, AND MEMORABILIA


    SECTION 2, HOUSEHOLD

      2.1    HOUSEHOLD CONTACTS

      2.2    PETS

      2.3    HOUSEHOLD SYSTEMS

      2.4    MAJOR APPLIANCES

      2.5    COMPUTER SYSTEMS

      2.6    UTILITIES

      2.7    HOUSEHOLD SERVICES

      2.8    MAIL, PUBLICATIONS, & HOUSEHOLD STORAGE

      2.9    VEHICLES

      2.10  KEYS


    SECTION 3, FINANCIAL

      3.1    FINANCIAL CONTACTS


    3.1 PRESENT FINANCIAL POSITION

      3.2    PRESENT FINANCIAL POSITION ASSETS

      3.3    PRESENT FINANCIAL POSITION: LIABILITIES AND NET WORTH

      3.4    ASSETS: DETAILS

      3.5    ASSETS: ACCOUNTS THAT HAVE BENEFICIARIES

      3.6    LIABILITIES: DETAILS

      3.7    INCOME SOURCES

      3.8    REGULAR EXPENSES

      3.9    CREDIT AND DEBIT CARDS

      3.10  TAX EXPENSES

      3.11  EXPENSES: CAPITAL GAINS TAXES ON REAL PROPERTY

      3.12  RENTAL PROPERTY, INVESTMENT PROPERTY, BUSINESS OWNERSHIP, TIMESHARES


    3.2 ESTATE PLANS

      3.13  ESTATE PLANS

      3.14  TANGIBLE PERSONAL PROPERTY TRUST


    SECTION 4, INSURANCE

      4.1    LIFE INSURANCE

      4.2    INSURANCE, OTHER THAN LIFE


    SECTION 5, HEALTHCARE

      5.1    HEALTHCARE CONTACTS AND DIRECTIVES

      5.2    OTHER HEALTHCARE PROVIDERS

      5.3    MEDICAL PARTICULARS, CONDITIONS, AND HISTORY

      5.4    PRESCRIPTONS

      5.5    NON-PRESCRIPTION MEDICATIONS AND SUPPLEMENTS


    SECTION 6, CAREGIVING AND END-OF-LIFE

      6.1    CAREGIVING AND END-OF-LIFE CONTACTS

      6.2    FUNERAL AND OBITUARIES

      6.3    MEMORIAL SERVICES AND DONATIONS

      6.4    ADVANCE HEALTH CARE DIRECTIVE


    SECTION 7, AFTER THE LOSS

      7.1    CHECKLIST FOR THE FIRST DAYS AFTER THE LOSS

      7.2    CHECKLIST FOR THE FIRST WEEKS AFTER THE LOSS

      7.3    CHECKLIST FOR THE LONGER TERM

      7.4    SURVIVOR'S ADDITIONAL CHECKLIST AND NOTES

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