The Complete Parent Paperwork Binder

What's inside

• 01 · Start Here — how to use this binder, crisis first steps, a quick-start checklist
• 02 · The Parent Profile — identity, household, decision-makers, contacts, medications & appointments
• 03 · Financial Control & Legal Authority — legal documents, POA/healthcare authority, the signing-day and bank-day checklists, an agent record-keeping log
• 04 · Financial Account Inventory — every account, bill, debt, policy, and property in one place
• 05 · Monthly Money Management — bill tracking, auto-pay, income vs. expenses, weekly/monthly reviews
• 06 · Insurance and Benefits — Medicare, Medigap, long-term care, life, home/auto, veterans benefits
• 07 · Property and Assets — real estate, vehicles, valuables, maintenance tracking
• 08 · Digital and Account Security — email/phone accounts, password manager notes, device access, the Password & Digital Accounts Organizer
• 09 · Fraud & Exploitation Protection — warning signs, incident response steps, phone scripts, a reporting log
• 10 · Pre-Crisis Document Readiness — the Fireproof Box List, storage plan, a grab-and-go folder checklist
• 11 · After-Death Admin — first 48 hours, the Who-to-Notify Call Tracker with scripts, account closures, benefit claims
• 12 · Family Coordination — care team roles, family meeting notes, shared tasks, a communication log
• 13 · Action Plans — first 7 and 30 days, if a parent is declining, is being scammed, or has died
• 14 · Notes and Reference — a glossary, key phone numbers, and a resource list