Society of Certified Senior Advisors
Society of Certified Senior Advisors, providing the premier education and credential for professionals serving seniors
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Testimonial
The journey of aging is often difficult, both for those advancing in years and for those stuggling to provide meaningful support. The grounded educational component of the CSA training combined with a compassionate ethical emphasis provides a broad-based knowledge foundation for our aging members and their professional and non-professional caregivers.
Rhonda Whitney, CSA - Gladstone, OR
 

When you most need vital information from a senior is when they are least able to give it, but a new, specially designed product from SCSA can change that.

The Information for Life kit is a tool that allows seniors to put together a comprehensive compilation of their personal, legal, medical and financial information. This provides the critical information needed to make decisions for seniors and handle their affairs when they are no longer able to do so for themselves.

The kit provides documents where you can compile information on topics such as:
  • Who to call in an emergency and next-of-kin contact information
  • Household information such as where your extra house keys or if you have a pet that needs to be cared for
  • Whether you have an advance directive or living will that makes your medical wishes known and where it can be found
  • Medical information such as medications and health insurance
  • An overview of pertinent financial documents and their location
  • And much more

It takes only once for those who care for seniors to know what they don’t know. It takes the Information for Life Kit to provide the answers.


SECTIONS INCLUDE:

EMERGENCY CONTACTS:
Emergency Contacts Form
Information for My Emergency Contact

FINANCIAL:
Financial Accounts Form
Financial Assets and Liabilities Form
Financial Investments Form
Business Assests Form
Retirement Benefits Form

MEDICAL ADVANCE DIRECTIVES:
Guide to Advance Directives - what are they and do you need one?
Guide to the different types of Power of Attorneys
Medical Advance Directives Form

LEGAL DOCUMENTS:
Legal Documents Form

INSURANCE DOCUMENTS:
Personal Insurance Form
Business Insurance Form
Health Insurance Form

CAREGIVING INFORMATION:
Caregiver Bill of Rights
Preparing the Home form
Daily & Lifestyle Routines form
Caregiver Resources guide

FAMILY AND HOUSEHOLD INFORMATION:
Household Information form
Pet Information form
My Community Information form

HEALTH NEEDS AND MEDICAL HISTORY:
Basic Health Information Profile Form
Health Care Providers Contact List form
Health Conditions & History Information form

END OF LIFE:
Funeral Planning form
A Guide to Funeral Services
A Guide to the Probate Process

Members can download the electronic forms by logging in to their Member Portal account.

The Information for Life Kit is also available for professional printing. This customizable 40 page, full
color guide is an invaluable tool that you can provide for your senior clients to help them organize their affairs.
Visit the CSA Store to place your order.
Society of Certified Senior Advisors
720 S. Colorado Blvd., Suite 750 N., Denver CO 80246   |   Phone: 800-653-1785