Practical spreadsheets, trackers, and organizers designed for financial, medical, and everyday realities of caring for aging parents while managing your own household.
Practical spreadsheets, trackers, and organizers designed for financial, medical, and everyday realities of caring for aging parents while managing your own household.
The free Caregiver Documents Checklist helps you figure out what your parents already have, what's missing, and what you still need to locate.
✓ Know which legal and financial documents to look for
✓ Identify information your family may still need
✓ Start getting everything organized before an emergency
Download the FREE Caregiver Document Checklist
Start getting Mom or Dad's important information organized before you need it.
The Peace of Mind Binder goes beyond the checklist, giving you a complete system for organizing your parent's important personal, financial, medical, legal, digital, home, and end-of-life information in one place.
This checklist is provided for informational and organizational purposes only and does not constitute legal, financial, tax, medical, or estate-planning advice. Consult an appropriate qualified professional regarding individual circumstances.
When you're helping care for an aging parent, there are so many things you may suddenly need to know.
Where is their insurance information? What accounts do they have? Where is the will? Who is their doctor? What medications do they take? What bills need to be handled? What would they want at the end of their life?
Unfortunately, that information is often scattered across filing cabinets, computers, email accounts, drawers, and stacks of paperwork.
The Peace of Mind Binder gives you and your parent(s) a guided way to gather and organize the important information you may need to help manage their care, finances, home, and affairs.
Because the middle of a crisis is the worst time to start searching for answers.
Organize important information related to:
✓ Personal & Family Information
✓ Assets
✓ Debts
✓ Investments
✓ Insurance
✓ Medical Care
✓ Digital Accounts
✓ Legal & Estate Documents
✓ End-of-Life Wishes
✓ Important Home Information
✓ Other Important Documents
✓ After-Death Checklist
The Peace of Mind Binder helps you create a central roadmap for your parent's important information.
Use it to organize details about:
• Bank accounts, property, and other assets
• Loans and debts
• Retirement and investment accounts
• Insurance policies
• Doctors, medications, and medical care
• Digital accounts and assets
• Wills, trusts, powers of attorney, and other legal documents
• Important information about their home
• Funeral, memorial, and end-of-life wishes
• Important contacts and document locations
A hospitalization, health change, or emergency can quickly put an adult child in the position of needing to help.
Would you know where to find your parent's insurance cards? Their power of attorney? A current medication list? Their financial accounts? The name of their attorney? Information about their home?
The Peace of Mind Binder helps you have those conversations and gather that information before there's a crisis.
✓ 132-page Peace of Mind Binder
✓ Fillable PDF format or can be printed
✓ 12 comprehensive organization and planning sections
✓ Medical and digital account organizers
✓ Financial, legal, and estate document organizers
✓ End-of-life planning pages
✓ After-Death Checklist
✓ Reusable organization system
Complete it together digitally, or print the pages you and your parent prefer to fill out by hand. The binder includes printable section tabs and binder spine inserts in three different designs.
Adult children who are:
• Helping care for an aging parent
• Beginning to take on more of Mom or Dad's financial or household responsibilities
• Trying to organize important information before a health crisis
• Coordinating care with siblings or other family members
• Helping parents prepare for the future
• Unsure where important documents and information are kept
The Peace of Mind Binder is provided for informational and organizational purposes only and does not provide legal, financial, tax, medical, or estate-planning advice. It is not a substitute for legally executed estate-planning documents or advice from qualified professionals.
Consult appropriate legal, financial, tax, medical, or other professionals regarding individual circumstances.
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