Welcome to American Senior Assistance Program,
Inc.
Contact us for a Care Manager of your
choice. Get the help your need
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Our Life Ledger is a valuable tool for storing family information

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If you care for an older loved one or if you are in a position where
you need assistance with life’s daily demands, it is important that
your situation is appropriately assessed and that you have a plan in
place to comprehensively address any current issues or those that may
arise. Here are some of the ways A.S.A.P. can help:
A.S.A.P is a
Members of National PGCM
and Recipient of the Golden Eagle
Award by the Alabama Senior Citizens Hall of Fame
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For complete
information about Professional Geriatric Care Management, visit the website of
the National Association of Professional Geriatric Care Managers at
http://napgcm.org/
Our Life Ledger program is a valuable tool for gathering and storing family
information.
The following list provides a starting point for organizing and gathering the
information you might need to take care of family members when the become ill,
or at the time of death.
- Name, address, and telephone number of parent’s attorney(s).
- Location of parents’ will and any trust instruments;
complete list of beneficiaries with current addresses and telephone numbers.
- Location of copies of the parent’s living will, medical
directive, or durable power of attorney with the name, address, and telephone
number of the agent.
- Details of desired funeral arrangements; location of
burial plot, if any, and deed to it. Name and address of clergy, if appropriate.
- Location of any letter of instruction listing personal
property not disposed of by will and the parent’s wishes for it’s distribution.
- Location of important papers: birth certificate, social
security card, marriage and divorce certificates, education and military
records, other legal documents.
- List of bank accounts, including name, address, and
telephone number of each financial institution, account numbers, location of
passbooks, checkbooks, certificates of deposits.
- List of stocks, bonds, real estate, and other investments.
Name, addresses, and telephone numbers of financial planner, tax advisor,
broker, and/or anyone else with knowledge of or control over finances.
- All insurance data (health, life, auto, homeowner/renter
policies; any employee benefit or pension plans), including name, address, and
telephone number of each insurance company and agent, policy numbers, and
locations. Location of safe-deposit box and key(s) with a list of the contents
and names of anyone with access to it.
- Location of receipts and appraisals for valuables.
- List of active credit accounts (mortgage companies, banks,
oil companies, department stores, etc.), including name and address of each
company, account number, and type.
- Complete information, including substantiating
documentation, about any personal loans the parents owe or are owed.
- Location of copies of tax returns for the past 3 years, copies of any gift or estate tax
returns filed during the period