Information for Life
Prepare for the journey ahead
Later life transitions can be emotional and stressful for loved ones and families, and preparing for this transition can be overwhelming. Because of this, Oasis Senior Advisors® has partnered with the Society for Certified Senior Advisors® to offer a comprehensive Information For Life™ kit.
Does your loved one or family have the information they need regarding your vital records, information, and important wishes should you become incapacitated? Thinking proactively and using the Information for Life Kit™ provides a roadmap for your trusted agent(s) to have the vital information they need to act, as you have specifically directed if you are unable to do so for yourself. This comprehensive kit provides the guidance, forms and checklists to take you step-by-step to document your personal, health, legal, and financial information, and ensure it is up-to-date.
Once completed, store your Information for Life Kit in a safe and secure location. Be sure to let your family and/or trusted agent(s) know its purpose and use, and where it is stored.