Senior Emergency Binder Toolkit: Aging Parent Checklist (PDF)

Organize all the details of medical, financial, and legal information with this printable list pack.

Help parents age-in-place and prepare for the unexpected with information at your fingertips.

Included in this 42-page digital file:

• section divider pages
• checklist of important information to gather

THE BASICS SECTION
• essential information snapshot (where to find legal documents, preferred medical providers, prior addresses, organization memberships)
• medical information snapshot: record of insurance providers and policy numbers, blood type, organ donor status, allergies, medical conditions, medications, supplements
• weekly routine record of typical weekly schedule

HOW ARE THINGS GOING SECTION
• family check-in topics to discuss regularly (plus space to record last check-in date)
• notes page to record details for reference

FINANCIAL SECTION
• financial information: record income sources and amounts, assets, banking, investments, financial contacts (lawyer, financial advisor, accountant), expenses (include providers, amounts, auto-pay or not), • credit freeze information
• simple home inventory record
• subscriptions

MEDICAL SECTION
• medication schedule
• last date of...: record of most recent routine medical exams and checks
• health episode tracker: place to record symptom/condition and notes
• medical procedure record: record date, hospital, doctors, and notes

INFORMATION ACCESS SECTION
• information access: logins and passwords

PLAN AHEAD SECTION
• end of life preparation: designated persons (POAs, executor), burial arrangements
• memorial service instructions
• people to notify in case of death
• what to do in case of death checklist for surviving family member

USEFUL INFORMATION SECTION
• senior discounts (links to comprehensive lists)
• senior resources (for when you need additional help)
• helpful tips for seniors
• how long to keep important papers
• Getting Started: questions to ask your parents

This product is intended to print and store in a three-ring binder. You may wish to print additional copies of the notes page to keep a record of multiple dates and continually add them to your binder.

This simple emergency binder is perfect for parents or older family members who are still caring for themselves and just beginning to need assistance with managing some of the tasks and details of modern, tech-driven life.

They don't need detailed medication schedules or personal care reminders, just a go-to place for all the kids to reference essential information and know how to help when help is needed.

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Upon purchase, you will receive a PDF file formatted to print on 8.5"x11" paper.

You may print and use as many copies as you wish for personal use. You may not share or resell this file.

This listing is for a digital download only. No physical product will be sent.

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