Families often discover during a medical or financial crisis that they cannot find the documents needed to protect an aging parent’s wishes or act on their behalf.
This workbook helps older adults and their adult children locate, organize, safely store, and track 20 essential medical, legal, financial, property, and identification documents before they are urgently needed.
Inside the workbook, readers will find:
- Guidance for starting the legal-readiness conversation
- A master information sheet for important personal details
- Plain-language explanations of 20 essential documents
- Reasons each document matters
- Instructions for replacing or obtaining missing documents
- Medical and financial powers of attorney
- HIPAA release forms
- Advance directives and living wills
- Long-term care insurance information
- Wills, trusts, and estate plans
- Divorce, citizenship, birth, military, and death records
- Home deeds and vehicle titles
- Bank, investment, insurance, and retirement-account information
- Debt and liability documentation
- Online account and password planning
- Fields for recording each document’s location
- Status trackers for locating and safely copying documents
- A document-storage planning worksheet
- A directory for medical, legal, financial, and family contacts
- An at-a-glance progress summary for all 20 documents
- Guidance for periodically reviewing and updating the records
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Important Disclaimer: This workbook is for educational and organizational purposes only and does not provide legal, financial, medical, or tax advice. Laws and document requirements vary by state, so consult qualified professionals before creating or changing legally binding documents. Keep completed pages secure because they may contain sensitive personal information. Senior Safety Advice and Esther C. Kane are not responsible for decisions or outcomes resulting from the use of this workbook.
