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The Senior Organizer: Personal, Medical, Legal, Financial    by Dorothy Breininger, Debby S. Bitticks & Lynn Benson order for
Senior Organizer
by Dorothy Breininger
Order:  USA  Can
HCI, 2006 (2006)
* *   Reviewed by Hilary Williamson

At the front of this handy workbook, we're told that The Senior Organizer is 'one-stop shopping for all your vital information. No more digging through files!' There are two parts to this volume - one for personal and medical data, and the other for legal and financial information. Additional forms can be downloaded from the book's website.

Part One begins with pages for emergency contact details, insurance coverage, physicians, medications, medical history, and what to pack in an emergency overnight bag. Personal information includes contacts, memberships, health care providers, hospital stays, what to ask in medical appointments, daily routines, personal grooming, diet & nutrition, home safety, location of key items, pet care, repair and maintenance, religious customs, interests, and key dates.

Part Two has places to note legal and financial consultants, info on a financial power of attorney, family legal documents and any pending issues, bank accounts, credit cards, investments, assets, liabilities, tax information and receipts, property deeds, vehicles, valuables, insurance information, retirement benefits, a living will, and a last will and testament. There's also space for notes at the very back of the workbook.

The authors, self-styled intergenerational organizers, suggest that their workbook 'belongs in the home of every older adult' and that it 'will eliminate hours of searching for important documents'. The Senior Organizer also comes in a Deluxe 3 Volume Binder Set, which includes a CD of all the forms. I plan to use my copy to help my mother organize her affairs and recommend it to anyone in the same situation.

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