I just had a phone call from an 86-year-old lady who said her adult children were visiting for Thanksgiving. During the family festivities, they asked her to relocate to Arizona, so she can be closer to her son and grandson.
This is a big decision for her to make, so she asked for my advice whether to stay here in Indianapolis or move to be closer to her son and grandson? My answer was simple: move closer to your family.
Mostly because the house she has lived in for 50 years needs a lot of repairs and also because living closer to family members allows for easier coordination of care and support as we age.
Moving always comes with its fair share of challenges, such as deciding where you are going to live and what you can afford, and also adjusting to a new location and leaving behind familiar surroundings which can be daunting.
If and when you are ready to move, Complete Relocation Solutions are able to help put your Vital Life Documents in order, sort, pack, donate or sell your unwanted possessions to help you get ready for real estate showings. Organizing your important life documents ensures you’ve got everything in one place before you move.
When organizing your Vital Life Documents, I recommend you include as many of these personal documents as you can:
INSURANCE DOCUMENTS CHECKLIST
(Be sure to list all policy account numbers, company and agent names, face value amounts and beneficiary details.)
- Whole life or Term life insurance
- Long term care insurance
- Health / Medicare/ Supplemental insurance, pharmaceutical insurance
- Homeowners Insurance
- Auto/boat/motorcycle insurance
- Pet Insurance
- Fine Art Insurance
- Second home (include location and all information above)
- Liability Insurance/umbrella policy
- Disability insurance
PERSONAL & FAMILY INFORMATION CHECKLIST
- Each child(ren) name, address, phone, e-mail details
- Close family members (siblings) if you want them contacted
- Cleaners name, address, phone number
- Rented medical equipment (oxygen, hospital bed, medical equipment, etc.)
- Realtor used in the past or preference (name, phone number, e-mail)
- Home utilities (water, sewer, electricity)
- Cable companies (TV/internet/landline accounts)
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