Complete List of Things To Do For Elderly Parents (Checklist)
Ty McDuffey
April 15, 2023
|
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
As an adult child, taking care of aging parents can be overwhelming, especially when you don't know what to do or where to start. You may find yourself struggling to manage your parents' finances, medical care, legal matters, and safety.
In these situations, having an elder care checklist can help you stay organized and ensure that your parents receive the best care possible.
In this article, we will provide you with a comprehensive senior care checklist covering what you need to do to care for aging parents.
Key Takeaways:
Obtaining bank statements, tax returns, medical history, durable power of attorney or healthcare proxy, and living wills can ensure timely, efficient, and affordable care.
Identify potential safety risks by assessing home safety, investing in monitoring technology, & encouraging exercise and medication management. Have emergency phone numbers in place.
Having a caregiving plan and using shared caregiving apps can help families coordinate schedules and divide caregiving tasks. Consider hiring a caregiver if round-the-clock care is needed.
Obtain Financial Documents
Having your parents' financial information is crucial to getting timely, efficient, and affordable care.
Seniors applying for certain benefits must demonstrate their financial needs and provide comprehensive documentation of their past and present finances.
One example is Medicaid.
Medicaid is a federal and state program that provides healthcare coverage for people with limited income and resources.
To qualify for Medicaid, seniors must demonstrate that their income and assets fall below a certain monthly threshold, usually between $900 per month for a single applicant or up to $5,500 per month for married applicants, depending on the state you live in.
To qualify, your parent must provide comprehensive documentation of their past and present finances, including bank statements and tax returns. Failure to provide this documentation could result in the denial of benefits or delays in processing their application.
To avoid situations like this, keep track of the following important financial documents for your parents:
List of all bank accounts: Contact each bank or financial institution where your parent holds an account and request copies of statements for each account
Pension documents, 401(k) information, and annuity contracts: Contact each organization where your parent holds a retirement account or annuity and request copies of the account documents.
Tax returns: Contact the Internal Revenue Service (IRS) and request copies of your parents’ tax returns for the past several years.
Savings bonds, stock certificates, or brokerage accounts: Contact each organization where your loved one holds investments and request copies of the account documents.
Business partnership and corporate operating agreements: Contact the organization where your loved one has a business partnership or corporate interest and request copies of the agreements.
Deeds to all properties: Contact the county or city recorder's office where your loved one owns the property and request copies of the deeds.
Vehicle titles: Contact the Department of Motor Vehicles (DMV) in your parents’ state and request copies of the vehicle titles.
Documentation of loans and debts, including all credit accounts: Contact each creditor and request copies of loan and debt documents.
Obtain Medical/Healthcare Documents
Regardless of your parents' current health status, they should state their healthcare preferences in a living will and healthcare proxy.
These advance directives make sure that their wishes and care instructions regarding life support, organ donation, and other medical issues are followed in the event of their incapacity.
When taking an older parent to the hospital, you need to have documented proof establishing yourself as their decision maker, such as through their durable power of attorney or advance directives.
A durable power of attorney is a legal document in which an older adult designates someone, usually a family member or friend, to make decisions on their behalf if they cannot make decisions for themselves.
An advance directive is a document that outlines your parents' healthcare wishes and instructions in the event they become unable to make medical decisions for themselves.
To get these documents, you should speak with your parent about their wishes and find out if they have completed the necessary legal forms.
You may need to contact an attorney to help draft the documents or speak with your parents' current attorney to see if they already have them on file.
Having access to your parents' medical history can also be lifesaving during a medical emergency.
Your parents' medical history can provide critical information about their health status, past medical conditions, and current medications. This information can be helpful during a medical emergency when time is of the essence and healthcare providers need to make quick and informed decisions about your parent's care.
To get your parent's medical history, you can request their medical records from their healthcare providers, including their primary care doctor, specialists, and hospitals.
To access your parent's medical records, you will typically need to provide authorization or written consent from your parent because medical records are considered private and confidential under the Health Insurance Portability and Accountability Act (HIPAA).
Your parent's healthcare provider will have a process for requesting medical records, which may involve filling out a form or providing a written request. In some cases, you may need to provide proof that you are authorized to access your parent's medical records, such as a durable power of attorney or healthcare proxy.
There may also be fees associated with obtaining copies of your parent's medical records.
Healthcare providers can charge a reasonable fee to cover the cost of copying and mailing the records. The amount of the fee will depend on the provider and the number of pages in the medical record.
Additionally, medical records are necessary for applying for benefits, including VA assistance and Medicaid, and when moving to a senior living community.
Make sure to have your parents':
Health care proxy or power of attorney: obtainable by contacting your parents’ attorney or hiring an attorney to draft them
Authorization to release healthcare information: obtainable by asking your parents' healthcare providers for a release form and making sure your parents sign and date it
Living will (health care directive): obtainable by hiring an elder law attorney to draft the document
Portable medical order, also known as POLST, for seriously ill or frail seniors: obtainable through your parents’ healthcare providers
Personal medical records: obtainable through a request to your parents’ healthcare providers with authorization from your parents to access their medical records
Emergency information plan: Create an emergency information plan that includes emergency contact information for your parents' healthcare providers and a list of medications they are taking.
Obtain Estate Planning Documents
Check whether your elderly parent has up-to-date and easily accessible end-of-life and estate planning documents. Without these documents, your family can be thrown into unnecessary legal and financial chaos during an already difficult time.
Here are some essential end-of-life and estate planning documents to keep track of:
Last will and testament: This document outlines your loved one's wishes about the distribution of their assets after they die.
Trust documents: If your parent has a living trust, this legal document allows them to place their assets within the trust.
Life insurance policies: Keep track of any life insurance policies your parent has, as these can provide financial support for their beneficiaries after they pass away.
To obtain any of these documents, you can speak with them and ask if they have already prepared the document. If not, you may need to help them draft the document or contact an attorney or the insurance company to help with the process.
Gather Other Documents
There are also other miscellaneous documents you'll need to manage your elderly parents' affairs.
Here's how to obtain some of the most important documents:
Marriage certificates: To obtain a marriage certificate, you must contact the office of vital records in the state or county where the marriage occurred, provide identification, and pay a fee.
Military records: You can request military records from the National Archives and Records Administration (NARA) online, by mail, or by fax.
Birth certificate: To obtain a birth certificate, contact the office of vital records in the state or county where your parent was born. You may need to provide identification and pay a fee.
Driver's license: To obtain a driver's license, your parent must visit the local Department of Motor Vehicles (DMV) office and provide identification and proof of residency.
Social Security card: To obtain a Social Security card, your parent must complete an application and provide a driver's license or birth certificate. The application can be completed online or in person.
Passport: To obtain a passport, your loved one must complete an application and provide a driver's license or birth certificate. They also need to provide a passport photo and pay a fee.
Guardianship/conservatorship forms: These documents may be obtained from the court where the guardianship or conservatorship was established.
Invest in Safety Measures
As your parents start to age, safety becomes an increasingly important concern. Here are some steps you can take to keep your elderly loved one safe.
Identify Potential Safety Risks
Work with your parents' doctor to identify any physical challenges or health conditions that may put them at risk for accidents or injuries.
For example, if your loved one has mobility issues, you may need to install handrails or grab bars in the bathroom to prevent falls.
Assess Home Safety
Look over your parent's home for safety risks.
You can identify potential hazards such as loose rugs or poor lighting and make the necessary modifications to improve safety.
Invest in Monitoring Technology
There are plenty of technologies available to help keep seniors safe. You can install an alarm or security camera system to alert you if your parent wanders away from home.
A necklace or bracelet with GPS tracking can help you locate your parent if they become lost or disoriented. There are also wearable devices that can detect falls and automatically alert emergency services.
Encourage Regular Movement and Exercise
Regular physical activity can help improve balance and coordination, reducing the risk of falls.
Encourage your parent to participate in activities such as walking or tai chi, or think about enrolling them in an exercise class designed for seniors.
Use Proper Medication Management
Mismanaging medications can be deadly for seniors. Make sure your parent understands how to take their medications and when to take them.
Consider using a pill dispenser with reminders to ensure medications are taken correctly.
Keep Emergency Numbers Handy
Make sure your parent has easy access to emergency phone numbers, such as 911 and poison control. Post these numbers in a visible location, such as on the refrigerator.
Make a Caregiving Plan
Caring for aging parents requires careful planning and regular communication with family members and medical professionals.
One way to ensure that family members are on the same page is to have a family meeting to discuss caregiving responsibilities. During this meeting, you can discuss each person's strengths and weaknesses and divide caregiving tasks accordingly.
You might also want to put your caregiving responsibilities in writing.
A caregiving contract can outline each person's responsibilities and compensation. A contract can help to clarify expectations and prevent any misunderstandings or disputes down the line.
Another way to avoid confusion is to use a shared caregiving app to help family members to coordinate schedules and stay up-to-date on appointments, medication schedules, and other important tasks:
CareZone: Carezone allows families to create a shared profile for their loved ones and keep track of medications and appointments. It also has a messaging feature.
Lotsa Helping Hands: Lotsa Helping Hands allows you to create a private community for your family and friends to coordinate caregiving tasks. You can also create a calendar for appointments and tasks.
CaringBridge: CaringBridge allows you to create a private website where you can share updates about your loved one's health and progress. You can also use it to coordinate meals, visits, and other tasks.
Consider Hiring a Professional Caregiver
If your parent requires round-the-clock care, you can hire a professional caregiver.
Professional caregivers can provide a wide range of services, including assistance with activities of daily living (ADLs) such as bathing, dressing, grooming, medication management, meal preparation, and transportation to appointments.
Hiring a professional caregiver might be beneficial in several ways.
First, professional caregivers are trained and experienced in providing care for seniors and can often provide a higher level of care than family members who may not have the same level of expertise.
Second, hiring a professional caregiver can help reduce the burden on family members who may be providing care.
Caring for an aging parent can be physically and emotionally exhausting and can take a toll on family relationships. By hiring a professional caregiver, family members can have more time to focus on their own needs and responsibilities while still ensuring that their loved one is well cared for.
Finally, hiring a professional caregiver can provide peace of mind for family members who may not be able to be with their loved one as often as they would like. Knowing that a trained professional is providing care can help to alleviate some of the stress and worry that often comes with caregiving.
If you are considering hiring a professional caregiver for your parent, do your research first and choose a reputable agency. You may also want to involve your parent in the decision-making process so they are comfortable with the caregiver and the care plan.
Think About Pets
If your parents have pets, make sure to discuss what will happen to them if your parents need to move.
You may need to find a new home for the pets or make arrangements for their care with a local animal shelter or rescue organization.
Explore Other Care Options
Research different types of care options, such as in-home care, personal care homes, and senior living communities.
Compare the services and amenities offered by each option to find the best fit for your loved one's needs and preferences:
In-home care: In-home care allows your parent to stay in their own home while receiving assistance with daily tasks such as meal preparation, medication management, and personal hygiene.
Personal care homes: Personal care homes are small, private homes that provide care for seniors who need assistance with daily living activities.
Assisted living communities: Assisted living communities provide seniors with housing, personal care services, and medical support. They offer meals, housekeeping, transportation, and socialization.
Memory care communities: Memory care communities are designed for seniors with Alzheimer's disease or dementia. They offer specialized care, including memory-enhancing therapies.
Skilled nursing facilities: Skilled nursing facilities provide round-the-clock medical care and support for seniors with complex medical needs.
Consider factors such as cost, location, staffing ratios, and the quality of care provided. You may also want to schedule tours and meet with staff members to get a better sense of the environment and the level of care provided with each option.
How Can Trustworthy Help Keep My Elderly Parents' Important Documents Safe?
Trustworthy is a secure online platform that can help keep your elderly parents' important documents safe and secure.
Trustworthy provides cloud storage for important documents such as health care proxies, living wills, financial documents, and other legal documents. By storing these documents securely online, your family can access them from anywhere with an internet connection, and you don't have to worry about losing the physical copies.
Trustworthy uses encryption to protect your parents' documents from unauthorized access. The documents are encrypted into an unreadable format that can only be decrypted with the correct encryption key, protecting them from hacking and other online threats.
With Trustworthy, you can securely share your parents' documents with family members and caregivers. You can control who has access to the documents and what level of access they have. This makes it easier to collaborate on caregiving and legal matters related to your parents.
By using Trustworthy, you can keep your elderly parents' important documents safe, organized, and easily accessible. This can make caregiving and legal matters related to your parents much easier to manage.
Sign up for your free trial today.
Complete List of Things To Do For Elderly Parents (Checklist)
Ty McDuffey
April 15, 2023
|
As an adult child, taking care of aging parents can be overwhelming, especially when you don't know what to do or where to start. You may find yourself struggling to manage your parents' finances, medical care, legal matters, and safety.
In these situations, having an elder care checklist can help you stay organized and ensure that your parents receive the best care possible.
In this article, we will provide you with a comprehensive senior care checklist covering what you need to do to care for aging parents.
Key Takeaways:
Obtaining bank statements, tax returns, medical history, durable power of attorney or healthcare proxy, and living wills can ensure timely, efficient, and affordable care.
Identify potential safety risks by assessing home safety, investing in monitoring technology, & encouraging exercise and medication management. Have emergency phone numbers in place.
Having a caregiving plan and using shared caregiving apps can help families coordinate schedules and divide caregiving tasks. Consider hiring a caregiver if round-the-clock care is needed.
Obtain Financial Documents
Having your parents' financial information is crucial to getting timely, efficient, and affordable care.
Seniors applying for certain benefits must demonstrate their financial needs and provide comprehensive documentation of their past and present finances.
One example is Medicaid.
Medicaid is a federal and state program that provides healthcare coverage for people with limited income and resources.
To qualify for Medicaid, seniors must demonstrate that their income and assets fall below a certain monthly threshold, usually between $900 per month for a single applicant or up to $5,500 per month for married applicants, depending on the state you live in.
To qualify, your parent must provide comprehensive documentation of their past and present finances, including bank statements and tax returns. Failure to provide this documentation could result in the denial of benefits or delays in processing their application.
To avoid situations like this, keep track of the following important financial documents for your parents:
List of all bank accounts: Contact each bank or financial institution where your parent holds an account and request copies of statements for each account
Pension documents, 401(k) information, and annuity contracts: Contact each organization where your parent holds a retirement account or annuity and request copies of the account documents.
Tax returns: Contact the Internal Revenue Service (IRS) and request copies of your parents’ tax returns for the past several years.
Savings bonds, stock certificates, or brokerage accounts: Contact each organization where your loved one holds investments and request copies of the account documents.
Business partnership and corporate operating agreements: Contact the organization where your loved one has a business partnership or corporate interest and request copies of the agreements.
Deeds to all properties: Contact the county or city recorder's office where your loved one owns the property and request copies of the deeds.
Vehicle titles: Contact the Department of Motor Vehicles (DMV) in your parents’ state and request copies of the vehicle titles.
Documentation of loans and debts, including all credit accounts: Contact each creditor and request copies of loan and debt documents.
Obtain Medical/Healthcare Documents
Regardless of your parents' current health status, they should state their healthcare preferences in a living will and healthcare proxy.
These advance directives make sure that their wishes and care instructions regarding life support, organ donation, and other medical issues are followed in the event of their incapacity.
When taking an older parent to the hospital, you need to have documented proof establishing yourself as their decision maker, such as through their durable power of attorney or advance directives.
A durable power of attorney is a legal document in which an older adult designates someone, usually a family member or friend, to make decisions on their behalf if they cannot make decisions for themselves.
An advance directive is a document that outlines your parents' healthcare wishes and instructions in the event they become unable to make medical decisions for themselves.
To get these documents, you should speak with your parent about their wishes and find out if they have completed the necessary legal forms.
You may need to contact an attorney to help draft the documents or speak with your parents' current attorney to see if they already have them on file.
Having access to your parents' medical history can also be lifesaving during a medical emergency.
Your parents' medical history can provide critical information about their health status, past medical conditions, and current medications. This information can be helpful during a medical emergency when time is of the essence and healthcare providers need to make quick and informed decisions about your parent's care.
To get your parent's medical history, you can request their medical records from their healthcare providers, including their primary care doctor, specialists, and hospitals.
To access your parent's medical records, you will typically need to provide authorization or written consent from your parent because medical records are considered private and confidential under the Health Insurance Portability and Accountability Act (HIPAA).
Your parent's healthcare provider will have a process for requesting medical records, which may involve filling out a form or providing a written request. In some cases, you may need to provide proof that you are authorized to access your parent's medical records, such as a durable power of attorney or healthcare proxy.
There may also be fees associated with obtaining copies of your parent's medical records.
Healthcare providers can charge a reasonable fee to cover the cost of copying and mailing the records. The amount of the fee will depend on the provider and the number of pages in the medical record.
Additionally, medical records are necessary for applying for benefits, including VA assistance and Medicaid, and when moving to a senior living community.
Make sure to have your parents':
Health care proxy or power of attorney: obtainable by contacting your parents’ attorney or hiring an attorney to draft them
Authorization to release healthcare information: obtainable by asking your parents' healthcare providers for a release form and making sure your parents sign and date it
Living will (health care directive): obtainable by hiring an elder law attorney to draft the document
Portable medical order, also known as POLST, for seriously ill or frail seniors: obtainable through your parents’ healthcare providers
Personal medical records: obtainable through a request to your parents’ healthcare providers with authorization from your parents to access their medical records
Emergency information plan: Create an emergency information plan that includes emergency contact information for your parents' healthcare providers and a list of medications they are taking.
Obtain Estate Planning Documents
Check whether your elderly parent has up-to-date and easily accessible end-of-life and estate planning documents. Without these documents, your family can be thrown into unnecessary legal and financial chaos during an already difficult time.
Here are some essential end-of-life and estate planning documents to keep track of:
Last will and testament: This document outlines your loved one's wishes about the distribution of their assets after they die.
Trust documents: If your parent has a living trust, this legal document allows them to place their assets within the trust.
Life insurance policies: Keep track of any life insurance policies your parent has, as these can provide financial support for their beneficiaries after they pass away.
To obtain any of these documents, you can speak with them and ask if they have already prepared the document. If not, you may need to help them draft the document or contact an attorney or the insurance company to help with the process.
Gather Other Documents
There are also other miscellaneous documents you'll need to manage your elderly parents' affairs.
Here's how to obtain some of the most important documents:
Marriage certificates: To obtain a marriage certificate, you must contact the office of vital records in the state or county where the marriage occurred, provide identification, and pay a fee.
Military records: You can request military records from the National Archives and Records Administration (NARA) online, by mail, or by fax.
Birth certificate: To obtain a birth certificate, contact the office of vital records in the state or county where your parent was born. You may need to provide identification and pay a fee.
Driver's license: To obtain a driver's license, your parent must visit the local Department of Motor Vehicles (DMV) office and provide identification and proof of residency.
Social Security card: To obtain a Social Security card, your parent must complete an application and provide a driver's license or birth certificate. The application can be completed online or in person.
Passport: To obtain a passport, your loved one must complete an application and provide a driver's license or birth certificate. They also need to provide a passport photo and pay a fee.
Guardianship/conservatorship forms: These documents may be obtained from the court where the guardianship or conservatorship was established.
Invest in Safety Measures
As your parents start to age, safety becomes an increasingly important concern. Here are some steps you can take to keep your elderly loved one safe.
Identify Potential Safety Risks
Work with your parents' doctor to identify any physical challenges or health conditions that may put them at risk for accidents or injuries.
For example, if your loved one has mobility issues, you may need to install handrails or grab bars in the bathroom to prevent falls.
Assess Home Safety
Look over your parent's home for safety risks.
You can identify potential hazards such as loose rugs or poor lighting and make the necessary modifications to improve safety.
Invest in Monitoring Technology
There are plenty of technologies available to help keep seniors safe. You can install an alarm or security camera system to alert you if your parent wanders away from home.
A necklace or bracelet with GPS tracking can help you locate your parent if they become lost or disoriented. There are also wearable devices that can detect falls and automatically alert emergency services.
Encourage Regular Movement and Exercise
Regular physical activity can help improve balance and coordination, reducing the risk of falls.
Encourage your parent to participate in activities such as walking or tai chi, or think about enrolling them in an exercise class designed for seniors.
Use Proper Medication Management
Mismanaging medications can be deadly for seniors. Make sure your parent understands how to take their medications and when to take them.
Consider using a pill dispenser with reminders to ensure medications are taken correctly.
Keep Emergency Numbers Handy
Make sure your parent has easy access to emergency phone numbers, such as 911 and poison control. Post these numbers in a visible location, such as on the refrigerator.
Make a Caregiving Plan
Caring for aging parents requires careful planning and regular communication with family members and medical professionals.
One way to ensure that family members are on the same page is to have a family meeting to discuss caregiving responsibilities. During this meeting, you can discuss each person's strengths and weaknesses and divide caregiving tasks accordingly.
You might also want to put your caregiving responsibilities in writing.
A caregiving contract can outline each person's responsibilities and compensation. A contract can help to clarify expectations and prevent any misunderstandings or disputes down the line.
Another way to avoid confusion is to use a shared caregiving app to help family members to coordinate schedules and stay up-to-date on appointments, medication schedules, and other important tasks:
CareZone: Carezone allows families to create a shared profile for their loved ones and keep track of medications and appointments. It also has a messaging feature.
Lotsa Helping Hands: Lotsa Helping Hands allows you to create a private community for your family and friends to coordinate caregiving tasks. You can also create a calendar for appointments and tasks.
CaringBridge: CaringBridge allows you to create a private website where you can share updates about your loved one's health and progress. You can also use it to coordinate meals, visits, and other tasks.
Consider Hiring a Professional Caregiver
If your parent requires round-the-clock care, you can hire a professional caregiver.
Professional caregivers can provide a wide range of services, including assistance with activities of daily living (ADLs) such as bathing, dressing, grooming, medication management, meal preparation, and transportation to appointments.
Hiring a professional caregiver might be beneficial in several ways.
First, professional caregivers are trained and experienced in providing care for seniors and can often provide a higher level of care than family members who may not have the same level of expertise.
Second, hiring a professional caregiver can help reduce the burden on family members who may be providing care.
Caring for an aging parent can be physically and emotionally exhausting and can take a toll on family relationships. By hiring a professional caregiver, family members can have more time to focus on their own needs and responsibilities while still ensuring that their loved one is well cared for.
Finally, hiring a professional caregiver can provide peace of mind for family members who may not be able to be with their loved one as often as they would like. Knowing that a trained professional is providing care can help to alleviate some of the stress and worry that often comes with caregiving.
If you are considering hiring a professional caregiver for your parent, do your research first and choose a reputable agency. You may also want to involve your parent in the decision-making process so they are comfortable with the caregiver and the care plan.
Think About Pets
If your parents have pets, make sure to discuss what will happen to them if your parents need to move.
You may need to find a new home for the pets or make arrangements for their care with a local animal shelter or rescue organization.
Explore Other Care Options
Research different types of care options, such as in-home care, personal care homes, and senior living communities.
Compare the services and amenities offered by each option to find the best fit for your loved one's needs and preferences:
In-home care: In-home care allows your parent to stay in their own home while receiving assistance with daily tasks such as meal preparation, medication management, and personal hygiene.
Personal care homes: Personal care homes are small, private homes that provide care for seniors who need assistance with daily living activities.
Assisted living communities: Assisted living communities provide seniors with housing, personal care services, and medical support. They offer meals, housekeeping, transportation, and socialization.
Memory care communities: Memory care communities are designed for seniors with Alzheimer's disease or dementia. They offer specialized care, including memory-enhancing therapies.
Skilled nursing facilities: Skilled nursing facilities provide round-the-clock medical care and support for seniors with complex medical needs.
Consider factors such as cost, location, staffing ratios, and the quality of care provided. You may also want to schedule tours and meet with staff members to get a better sense of the environment and the level of care provided with each option.
How Can Trustworthy Help Keep My Elderly Parents' Important Documents Safe?
Trustworthy is a secure online platform that can help keep your elderly parents' important documents safe and secure.
Trustworthy provides cloud storage for important documents such as health care proxies, living wills, financial documents, and other legal documents. By storing these documents securely online, your family can access them from anywhere with an internet connection, and you don't have to worry about losing the physical copies.
Trustworthy uses encryption to protect your parents' documents from unauthorized access. The documents are encrypted into an unreadable format that can only be decrypted with the correct encryption key, protecting them from hacking and other online threats.
With Trustworthy, you can securely share your parents' documents with family members and caregivers. You can control who has access to the documents and what level of access they have. This makes it easier to collaborate on caregiving and legal matters related to your parents.
By using Trustworthy, you can keep your elderly parents' important documents safe, organized, and easily accessible. This can make caregiving and legal matters related to your parents much easier to manage.
Sign up for your free trial today.
Complete List of Things To Do For Elderly Parents (Checklist)
Ty McDuffey
April 15, 2023
|
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
As an adult child, taking care of aging parents can be overwhelming, especially when you don't know what to do or where to start. You may find yourself struggling to manage your parents' finances, medical care, legal matters, and safety.
In these situations, having an elder care checklist can help you stay organized and ensure that your parents receive the best care possible.
In this article, we will provide you with a comprehensive senior care checklist covering what you need to do to care for aging parents.
Key Takeaways:
Obtaining bank statements, tax returns, medical history, durable power of attorney or healthcare proxy, and living wills can ensure timely, efficient, and affordable care.
Identify potential safety risks by assessing home safety, investing in monitoring technology, & encouraging exercise and medication management. Have emergency phone numbers in place.
Having a caregiving plan and using shared caregiving apps can help families coordinate schedules and divide caregiving tasks. Consider hiring a caregiver if round-the-clock care is needed.
Obtain Financial Documents
Having your parents' financial information is crucial to getting timely, efficient, and affordable care.
Seniors applying for certain benefits must demonstrate their financial needs and provide comprehensive documentation of their past and present finances.
One example is Medicaid.
Medicaid is a federal and state program that provides healthcare coverage for people with limited income and resources.
To qualify for Medicaid, seniors must demonstrate that their income and assets fall below a certain monthly threshold, usually between $900 per month for a single applicant or up to $5,500 per month for married applicants, depending on the state you live in.
To qualify, your parent must provide comprehensive documentation of their past and present finances, including bank statements and tax returns. Failure to provide this documentation could result in the denial of benefits or delays in processing their application.
To avoid situations like this, keep track of the following important financial documents for your parents:
List of all bank accounts: Contact each bank or financial institution where your parent holds an account and request copies of statements for each account
Pension documents, 401(k) information, and annuity contracts: Contact each organization where your parent holds a retirement account or annuity and request copies of the account documents.
Tax returns: Contact the Internal Revenue Service (IRS) and request copies of your parents’ tax returns for the past several years.
Savings bonds, stock certificates, or brokerage accounts: Contact each organization where your loved one holds investments and request copies of the account documents.
Business partnership and corporate operating agreements: Contact the organization where your loved one has a business partnership or corporate interest and request copies of the agreements.
Deeds to all properties: Contact the county or city recorder's office where your loved one owns the property and request copies of the deeds.
Vehicle titles: Contact the Department of Motor Vehicles (DMV) in your parents’ state and request copies of the vehicle titles.
Documentation of loans and debts, including all credit accounts: Contact each creditor and request copies of loan and debt documents.
Obtain Medical/Healthcare Documents
Regardless of your parents' current health status, they should state their healthcare preferences in a living will and healthcare proxy.
These advance directives make sure that their wishes and care instructions regarding life support, organ donation, and other medical issues are followed in the event of their incapacity.
When taking an older parent to the hospital, you need to have documented proof establishing yourself as their decision maker, such as through their durable power of attorney or advance directives.
A durable power of attorney is a legal document in which an older adult designates someone, usually a family member or friend, to make decisions on their behalf if they cannot make decisions for themselves.
An advance directive is a document that outlines your parents' healthcare wishes and instructions in the event they become unable to make medical decisions for themselves.
To get these documents, you should speak with your parent about their wishes and find out if they have completed the necessary legal forms.
You may need to contact an attorney to help draft the documents or speak with your parents' current attorney to see if they already have them on file.
Having access to your parents' medical history can also be lifesaving during a medical emergency.
Your parents' medical history can provide critical information about their health status, past medical conditions, and current medications. This information can be helpful during a medical emergency when time is of the essence and healthcare providers need to make quick and informed decisions about your parent's care.
To get your parent's medical history, you can request their medical records from their healthcare providers, including their primary care doctor, specialists, and hospitals.
To access your parent's medical records, you will typically need to provide authorization or written consent from your parent because medical records are considered private and confidential under the Health Insurance Portability and Accountability Act (HIPAA).
Your parent's healthcare provider will have a process for requesting medical records, which may involve filling out a form or providing a written request. In some cases, you may need to provide proof that you are authorized to access your parent's medical records, such as a durable power of attorney or healthcare proxy.
There may also be fees associated with obtaining copies of your parent's medical records.
Healthcare providers can charge a reasonable fee to cover the cost of copying and mailing the records. The amount of the fee will depend on the provider and the number of pages in the medical record.
Additionally, medical records are necessary for applying for benefits, including VA assistance and Medicaid, and when moving to a senior living community.
Make sure to have your parents':
Health care proxy or power of attorney: obtainable by contacting your parents’ attorney or hiring an attorney to draft them
Authorization to release healthcare information: obtainable by asking your parents' healthcare providers for a release form and making sure your parents sign and date it
Living will (health care directive): obtainable by hiring an elder law attorney to draft the document
Portable medical order, also known as POLST, for seriously ill or frail seniors: obtainable through your parents’ healthcare providers
Personal medical records: obtainable through a request to your parents’ healthcare providers with authorization from your parents to access their medical records
Emergency information plan: Create an emergency information plan that includes emergency contact information for your parents' healthcare providers and a list of medications they are taking.
Obtain Estate Planning Documents
Check whether your elderly parent has up-to-date and easily accessible end-of-life and estate planning documents. Without these documents, your family can be thrown into unnecessary legal and financial chaos during an already difficult time.
Here are some essential end-of-life and estate planning documents to keep track of:
Last will and testament: This document outlines your loved one's wishes about the distribution of their assets after they die.
Trust documents: If your parent has a living trust, this legal document allows them to place their assets within the trust.
Life insurance policies: Keep track of any life insurance policies your parent has, as these can provide financial support for their beneficiaries after they pass away.
To obtain any of these documents, you can speak with them and ask if they have already prepared the document. If not, you may need to help them draft the document or contact an attorney or the insurance company to help with the process.
Gather Other Documents
There are also other miscellaneous documents you'll need to manage your elderly parents' affairs.
Here's how to obtain some of the most important documents:
Marriage certificates: To obtain a marriage certificate, you must contact the office of vital records in the state or county where the marriage occurred, provide identification, and pay a fee.
Military records: You can request military records from the National Archives and Records Administration (NARA) online, by mail, or by fax.
Birth certificate: To obtain a birth certificate, contact the office of vital records in the state or county where your parent was born. You may need to provide identification and pay a fee.
Driver's license: To obtain a driver's license, your parent must visit the local Department of Motor Vehicles (DMV) office and provide identification and proof of residency.
Social Security card: To obtain a Social Security card, your parent must complete an application and provide a driver's license or birth certificate. The application can be completed online or in person.
Passport: To obtain a passport, your loved one must complete an application and provide a driver's license or birth certificate. They also need to provide a passport photo and pay a fee.
Guardianship/conservatorship forms: These documents may be obtained from the court where the guardianship or conservatorship was established.
Invest in Safety Measures
As your parents start to age, safety becomes an increasingly important concern. Here are some steps you can take to keep your elderly loved one safe.
Identify Potential Safety Risks
Work with your parents' doctor to identify any physical challenges or health conditions that may put them at risk for accidents or injuries.
For example, if your loved one has mobility issues, you may need to install handrails or grab bars in the bathroom to prevent falls.
Assess Home Safety
Look over your parent's home for safety risks.
You can identify potential hazards such as loose rugs or poor lighting and make the necessary modifications to improve safety.
Invest in Monitoring Technology
There are plenty of technologies available to help keep seniors safe. You can install an alarm or security camera system to alert you if your parent wanders away from home.
A necklace or bracelet with GPS tracking can help you locate your parent if they become lost or disoriented. There are also wearable devices that can detect falls and automatically alert emergency services.
Encourage Regular Movement and Exercise
Regular physical activity can help improve balance and coordination, reducing the risk of falls.
Encourage your parent to participate in activities such as walking or tai chi, or think about enrolling them in an exercise class designed for seniors.
Use Proper Medication Management
Mismanaging medications can be deadly for seniors. Make sure your parent understands how to take their medications and when to take them.
Consider using a pill dispenser with reminders to ensure medications are taken correctly.
Keep Emergency Numbers Handy
Make sure your parent has easy access to emergency phone numbers, such as 911 and poison control. Post these numbers in a visible location, such as on the refrigerator.
Make a Caregiving Plan
Caring for aging parents requires careful planning and regular communication with family members and medical professionals.
One way to ensure that family members are on the same page is to have a family meeting to discuss caregiving responsibilities. During this meeting, you can discuss each person's strengths and weaknesses and divide caregiving tasks accordingly.
You might also want to put your caregiving responsibilities in writing.
A caregiving contract can outline each person's responsibilities and compensation. A contract can help to clarify expectations and prevent any misunderstandings or disputes down the line.
Another way to avoid confusion is to use a shared caregiving app to help family members to coordinate schedules and stay up-to-date on appointments, medication schedules, and other important tasks:
CareZone: Carezone allows families to create a shared profile for their loved ones and keep track of medications and appointments. It also has a messaging feature.
Lotsa Helping Hands: Lotsa Helping Hands allows you to create a private community for your family and friends to coordinate caregiving tasks. You can also create a calendar for appointments and tasks.
CaringBridge: CaringBridge allows you to create a private website where you can share updates about your loved one's health and progress. You can also use it to coordinate meals, visits, and other tasks.
Consider Hiring a Professional Caregiver
If your parent requires round-the-clock care, you can hire a professional caregiver.
Professional caregivers can provide a wide range of services, including assistance with activities of daily living (ADLs) such as bathing, dressing, grooming, medication management, meal preparation, and transportation to appointments.
Hiring a professional caregiver might be beneficial in several ways.
First, professional caregivers are trained and experienced in providing care for seniors and can often provide a higher level of care than family members who may not have the same level of expertise.
Second, hiring a professional caregiver can help reduce the burden on family members who may be providing care.
Caring for an aging parent can be physically and emotionally exhausting and can take a toll on family relationships. By hiring a professional caregiver, family members can have more time to focus on their own needs and responsibilities while still ensuring that their loved one is well cared for.
Finally, hiring a professional caregiver can provide peace of mind for family members who may not be able to be with their loved one as often as they would like. Knowing that a trained professional is providing care can help to alleviate some of the stress and worry that often comes with caregiving.
If you are considering hiring a professional caregiver for your parent, do your research first and choose a reputable agency. You may also want to involve your parent in the decision-making process so they are comfortable with the caregiver and the care plan.
Think About Pets
If your parents have pets, make sure to discuss what will happen to them if your parents need to move.
You may need to find a new home for the pets or make arrangements for their care with a local animal shelter or rescue organization.
Explore Other Care Options
Research different types of care options, such as in-home care, personal care homes, and senior living communities.
Compare the services and amenities offered by each option to find the best fit for your loved one's needs and preferences:
In-home care: In-home care allows your parent to stay in their own home while receiving assistance with daily tasks such as meal preparation, medication management, and personal hygiene.
Personal care homes: Personal care homes are small, private homes that provide care for seniors who need assistance with daily living activities.
Assisted living communities: Assisted living communities provide seniors with housing, personal care services, and medical support. They offer meals, housekeeping, transportation, and socialization.
Memory care communities: Memory care communities are designed for seniors with Alzheimer's disease or dementia. They offer specialized care, including memory-enhancing therapies.
Skilled nursing facilities: Skilled nursing facilities provide round-the-clock medical care and support for seniors with complex medical needs.
Consider factors such as cost, location, staffing ratios, and the quality of care provided. You may also want to schedule tours and meet with staff members to get a better sense of the environment and the level of care provided with each option.
How Can Trustworthy Help Keep My Elderly Parents' Important Documents Safe?
Trustworthy is a secure online platform that can help keep your elderly parents' important documents safe and secure.
Trustworthy provides cloud storage for important documents such as health care proxies, living wills, financial documents, and other legal documents. By storing these documents securely online, your family can access them from anywhere with an internet connection, and you don't have to worry about losing the physical copies.
Trustworthy uses encryption to protect your parents' documents from unauthorized access. The documents are encrypted into an unreadable format that can only be decrypted with the correct encryption key, protecting them from hacking and other online threats.
With Trustworthy, you can securely share your parents' documents with family members and caregivers. You can control who has access to the documents and what level of access they have. This makes it easier to collaborate on caregiving and legal matters related to your parents.
By using Trustworthy, you can keep your elderly parents' important documents safe, organized, and easily accessible. This can make caregiving and legal matters related to your parents much easier to manage.
Sign up for your free trial today.
Complete List of Things To Do For Elderly Parents (Checklist)
Ty McDuffey
April 15, 2023
|
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
As an adult child, taking care of aging parents can be overwhelming, especially when you don't know what to do or where to start. You may find yourself struggling to manage your parents' finances, medical care, legal matters, and safety.
In these situations, having an elder care checklist can help you stay organized and ensure that your parents receive the best care possible.
In this article, we will provide you with a comprehensive senior care checklist covering what you need to do to care for aging parents.
Key Takeaways:
Obtaining bank statements, tax returns, medical history, durable power of attorney or healthcare proxy, and living wills can ensure timely, efficient, and affordable care.
Identify potential safety risks by assessing home safety, investing in monitoring technology, & encouraging exercise and medication management. Have emergency phone numbers in place.
Having a caregiving plan and using shared caregiving apps can help families coordinate schedules and divide caregiving tasks. Consider hiring a caregiver if round-the-clock care is needed.
Obtain Financial Documents
Having your parents' financial information is crucial to getting timely, efficient, and affordable care.
Seniors applying for certain benefits must demonstrate their financial needs and provide comprehensive documentation of their past and present finances.
One example is Medicaid.
Medicaid is a federal and state program that provides healthcare coverage for people with limited income and resources.
To qualify for Medicaid, seniors must demonstrate that their income and assets fall below a certain monthly threshold, usually between $900 per month for a single applicant or up to $5,500 per month for married applicants, depending on the state you live in.
To qualify, your parent must provide comprehensive documentation of their past and present finances, including bank statements and tax returns. Failure to provide this documentation could result in the denial of benefits or delays in processing their application.
To avoid situations like this, keep track of the following important financial documents for your parents:
List of all bank accounts: Contact each bank or financial institution where your parent holds an account and request copies of statements for each account
Pension documents, 401(k) information, and annuity contracts: Contact each organization where your parent holds a retirement account or annuity and request copies of the account documents.
Tax returns: Contact the Internal Revenue Service (IRS) and request copies of your parents’ tax returns for the past several years.
Savings bonds, stock certificates, or brokerage accounts: Contact each organization where your loved one holds investments and request copies of the account documents.
Business partnership and corporate operating agreements: Contact the organization where your loved one has a business partnership or corporate interest and request copies of the agreements.
Deeds to all properties: Contact the county or city recorder's office where your loved one owns the property and request copies of the deeds.
Vehicle titles: Contact the Department of Motor Vehicles (DMV) in your parents’ state and request copies of the vehicle titles.
Documentation of loans and debts, including all credit accounts: Contact each creditor and request copies of loan and debt documents.
Obtain Medical/Healthcare Documents
Regardless of your parents' current health status, they should state their healthcare preferences in a living will and healthcare proxy.
These advance directives make sure that their wishes and care instructions regarding life support, organ donation, and other medical issues are followed in the event of their incapacity.
When taking an older parent to the hospital, you need to have documented proof establishing yourself as their decision maker, such as through their durable power of attorney or advance directives.
A durable power of attorney is a legal document in which an older adult designates someone, usually a family member or friend, to make decisions on their behalf if they cannot make decisions for themselves.
An advance directive is a document that outlines your parents' healthcare wishes and instructions in the event they become unable to make medical decisions for themselves.
To get these documents, you should speak with your parent about their wishes and find out if they have completed the necessary legal forms.
You may need to contact an attorney to help draft the documents or speak with your parents' current attorney to see if they already have them on file.
Having access to your parents' medical history can also be lifesaving during a medical emergency.
Your parents' medical history can provide critical information about their health status, past medical conditions, and current medications. This information can be helpful during a medical emergency when time is of the essence and healthcare providers need to make quick and informed decisions about your parent's care.
To get your parent's medical history, you can request their medical records from their healthcare providers, including their primary care doctor, specialists, and hospitals.
To access your parent's medical records, you will typically need to provide authorization or written consent from your parent because medical records are considered private and confidential under the Health Insurance Portability and Accountability Act (HIPAA).
Your parent's healthcare provider will have a process for requesting medical records, which may involve filling out a form or providing a written request. In some cases, you may need to provide proof that you are authorized to access your parent's medical records, such as a durable power of attorney or healthcare proxy.
There may also be fees associated with obtaining copies of your parent's medical records.
Healthcare providers can charge a reasonable fee to cover the cost of copying and mailing the records. The amount of the fee will depend on the provider and the number of pages in the medical record.
Additionally, medical records are necessary for applying for benefits, including VA assistance and Medicaid, and when moving to a senior living community.
Make sure to have your parents':
Health care proxy or power of attorney: obtainable by contacting your parents’ attorney or hiring an attorney to draft them
Authorization to release healthcare information: obtainable by asking your parents' healthcare providers for a release form and making sure your parents sign and date it
Living will (health care directive): obtainable by hiring an elder law attorney to draft the document
Portable medical order, also known as POLST, for seriously ill or frail seniors: obtainable through your parents’ healthcare providers
Personal medical records: obtainable through a request to your parents’ healthcare providers with authorization from your parents to access their medical records
Emergency information plan: Create an emergency information plan that includes emergency contact information for your parents' healthcare providers and a list of medications they are taking.
Obtain Estate Planning Documents
Check whether your elderly parent has up-to-date and easily accessible end-of-life and estate planning documents. Without these documents, your family can be thrown into unnecessary legal and financial chaos during an already difficult time.
Here are some essential end-of-life and estate planning documents to keep track of:
Last will and testament: This document outlines your loved one's wishes about the distribution of their assets after they die.
Trust documents: If your parent has a living trust, this legal document allows them to place their assets within the trust.
Life insurance policies: Keep track of any life insurance policies your parent has, as these can provide financial support for their beneficiaries after they pass away.
To obtain any of these documents, you can speak with them and ask if they have already prepared the document. If not, you may need to help them draft the document or contact an attorney or the insurance company to help with the process.
Gather Other Documents
There are also other miscellaneous documents you'll need to manage your elderly parents' affairs.
Here's how to obtain some of the most important documents:
Marriage certificates: To obtain a marriage certificate, you must contact the office of vital records in the state or county where the marriage occurred, provide identification, and pay a fee.
Military records: You can request military records from the National Archives and Records Administration (NARA) online, by mail, or by fax.
Birth certificate: To obtain a birth certificate, contact the office of vital records in the state or county where your parent was born. You may need to provide identification and pay a fee.
Driver's license: To obtain a driver's license, your parent must visit the local Department of Motor Vehicles (DMV) office and provide identification and proof of residency.
Social Security card: To obtain a Social Security card, your parent must complete an application and provide a driver's license or birth certificate. The application can be completed online or in person.
Passport: To obtain a passport, your loved one must complete an application and provide a driver's license or birth certificate. They also need to provide a passport photo and pay a fee.
Guardianship/conservatorship forms: These documents may be obtained from the court where the guardianship or conservatorship was established.
Invest in Safety Measures
As your parents start to age, safety becomes an increasingly important concern. Here are some steps you can take to keep your elderly loved one safe.
Identify Potential Safety Risks
Work with your parents' doctor to identify any physical challenges or health conditions that may put them at risk for accidents or injuries.
For example, if your loved one has mobility issues, you may need to install handrails or grab bars in the bathroom to prevent falls.
Assess Home Safety
Look over your parent's home for safety risks.
You can identify potential hazards such as loose rugs or poor lighting and make the necessary modifications to improve safety.
Invest in Monitoring Technology
There are plenty of technologies available to help keep seniors safe. You can install an alarm or security camera system to alert you if your parent wanders away from home.
A necklace or bracelet with GPS tracking can help you locate your parent if they become lost or disoriented. There are also wearable devices that can detect falls and automatically alert emergency services.
Encourage Regular Movement and Exercise
Regular physical activity can help improve balance and coordination, reducing the risk of falls.
Encourage your parent to participate in activities such as walking or tai chi, or think about enrolling them in an exercise class designed for seniors.
Use Proper Medication Management
Mismanaging medications can be deadly for seniors. Make sure your parent understands how to take their medications and when to take them.
Consider using a pill dispenser with reminders to ensure medications are taken correctly.
Keep Emergency Numbers Handy
Make sure your parent has easy access to emergency phone numbers, such as 911 and poison control. Post these numbers in a visible location, such as on the refrigerator.
Make a Caregiving Plan
Caring for aging parents requires careful planning and regular communication with family members and medical professionals.
One way to ensure that family members are on the same page is to have a family meeting to discuss caregiving responsibilities. During this meeting, you can discuss each person's strengths and weaknesses and divide caregiving tasks accordingly.
You might also want to put your caregiving responsibilities in writing.
A caregiving contract can outline each person's responsibilities and compensation. A contract can help to clarify expectations and prevent any misunderstandings or disputes down the line.
Another way to avoid confusion is to use a shared caregiving app to help family members to coordinate schedules and stay up-to-date on appointments, medication schedules, and other important tasks:
CareZone: Carezone allows families to create a shared profile for their loved ones and keep track of medications and appointments. It also has a messaging feature.
Lotsa Helping Hands: Lotsa Helping Hands allows you to create a private community for your family and friends to coordinate caregiving tasks. You can also create a calendar for appointments and tasks.
CaringBridge: CaringBridge allows you to create a private website where you can share updates about your loved one's health and progress. You can also use it to coordinate meals, visits, and other tasks.
Consider Hiring a Professional Caregiver
If your parent requires round-the-clock care, you can hire a professional caregiver.
Professional caregivers can provide a wide range of services, including assistance with activities of daily living (ADLs) such as bathing, dressing, grooming, medication management, meal preparation, and transportation to appointments.
Hiring a professional caregiver might be beneficial in several ways.
First, professional caregivers are trained and experienced in providing care for seniors and can often provide a higher level of care than family members who may not have the same level of expertise.
Second, hiring a professional caregiver can help reduce the burden on family members who may be providing care.
Caring for an aging parent can be physically and emotionally exhausting and can take a toll on family relationships. By hiring a professional caregiver, family members can have more time to focus on their own needs and responsibilities while still ensuring that their loved one is well cared for.
Finally, hiring a professional caregiver can provide peace of mind for family members who may not be able to be with their loved one as often as they would like. Knowing that a trained professional is providing care can help to alleviate some of the stress and worry that often comes with caregiving.
If you are considering hiring a professional caregiver for your parent, do your research first and choose a reputable agency. You may also want to involve your parent in the decision-making process so they are comfortable with the caregiver and the care plan.
Think About Pets
If your parents have pets, make sure to discuss what will happen to them if your parents need to move.
You may need to find a new home for the pets or make arrangements for their care with a local animal shelter or rescue organization.
Explore Other Care Options
Research different types of care options, such as in-home care, personal care homes, and senior living communities.
Compare the services and amenities offered by each option to find the best fit for your loved one's needs and preferences:
In-home care: In-home care allows your parent to stay in their own home while receiving assistance with daily tasks such as meal preparation, medication management, and personal hygiene.
Personal care homes: Personal care homes are small, private homes that provide care for seniors who need assistance with daily living activities.
Assisted living communities: Assisted living communities provide seniors with housing, personal care services, and medical support. They offer meals, housekeeping, transportation, and socialization.
Memory care communities: Memory care communities are designed for seniors with Alzheimer's disease or dementia. They offer specialized care, including memory-enhancing therapies.
Skilled nursing facilities: Skilled nursing facilities provide round-the-clock medical care and support for seniors with complex medical needs.
Consider factors such as cost, location, staffing ratios, and the quality of care provided. You may also want to schedule tours and meet with staff members to get a better sense of the environment and the level of care provided with each option.
How Can Trustworthy Help Keep My Elderly Parents' Important Documents Safe?
Trustworthy is a secure online platform that can help keep your elderly parents' important documents safe and secure.
Trustworthy provides cloud storage for important documents such as health care proxies, living wills, financial documents, and other legal documents. By storing these documents securely online, your family can access them from anywhere with an internet connection, and you don't have to worry about losing the physical copies.
Trustworthy uses encryption to protect your parents' documents from unauthorized access. The documents are encrypted into an unreadable format that can only be decrypted with the correct encryption key, protecting them from hacking and other online threats.
With Trustworthy, you can securely share your parents' documents with family members and caregivers. You can control who has access to the documents and what level of access they have. This makes it easier to collaborate on caregiving and legal matters related to your parents.
By using Trustworthy, you can keep your elderly parents' important documents safe, organized, and easily accessible. This can make caregiving and legal matters related to your parents much easier to manage.
Sign up for your free trial today.
Try Trustworthy today.
Try Trustworthy today.
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Try the Family Operating System® for yourself. You (and your family) will love it.
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Nov 14, 2023
How To Cancel a Deceased Person's Subscriptions the EASY Way
How To Cancel a Deceased Person's Subscriptions the EASY Way
Nov 8, 2023
Nov 8, 2023
What Should You Not Put in a Eulogy (9 Things To Avoid)
What Should You Not Put in a Eulogy (9 Things To Avoid)
Nov 7, 2023
Nov 7, 2023
How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate
How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate
Nov 6, 2023
Nov 6, 2023
Does Microsoft Word Have an Obituary Template?
Does Microsoft Word Have an Obituary Template?
Nov 6, 2023
Nov 6, 2023
How To Post an Obituary on Facebook: A Step-by-Step Guide
How To Post an Obituary on Facebook: A Step-by-Step Guide
Nov 6, 2023
Nov 6, 2023
Why Do You Need A Death Certificate For Estate & Probate Process?
Why Do You Need A Death Certificate For Estate & Probate Process?
Nov 2, 2023
Nov 2, 2023
How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?
How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?
Nov 2, 2023
Nov 2, 2023
12 Steps For Writing a Eulogy For Mom
12 Steps For Writing a Eulogy For Mom
Nov 2, 2023
Nov 2, 2023
12 Steps for Writing a Eulogy for Dad
12 Steps for Writing a Eulogy for Dad
Nov 1, 2023
Nov 1, 2023
Who Does The Obituary When Someone Dies?
Who Does The Obituary When Someone Dies?
Nov 1, 2023
Nov 1, 2023
How Late Is Too Late For An Obituary? 6 Steps To Take Today
How Late Is Too Late For An Obituary? 6 Steps To Take Today
Nov 1, 2023
Nov 1, 2023
How Much Does It Cost To Publish An Obituary? Breaking It Down
How Much Does It Cost To Publish An Obituary? Breaking It Down
Nov 1, 2023
Nov 1, 2023
6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)
6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)
Oct 30, 2023
Oct 30, 2023
Where Do You Post an Obituary: A Step-By-Step Guide
Where Do You Post an Obituary: A Step-By-Step Guide
Oct 30, 2023
Oct 30, 2023
Obituary vs Death Note: What Are the Key Differences?
Obituary vs Death Note: What Are the Key Differences?
Oct 5, 2023
Oct 5, 2023
Buying A House With Elderly Parent: 10 Things To Know
Buying A House With Elderly Parent: 10 Things To Know
Sep 14, 2023
Sep 14, 2023
I'm Trapped Caring for Elderly Parents
I'm Trapped Caring for Elderly Parents
Oct 5, 2023
Oct 5, 2023
401(k) and Minors: Can a Minor be a Beneficiary?
401(k) and Minors: Can a Minor be a Beneficiary?
Sep 12, 2023
Sep 12, 2023
How to Self-Direct Your 401(k): Take Control of Your Retirement
How to Self-Direct Your 401(k): Take Control of Your Retirement
Aug 3, 2023
Aug 3, 2023
The Ultimate Guide to Decluttering and Simplifying Your Home as You Age
The Ultimate Guide to Decluttering and Simplifying Your Home as You Age
Aug 3, 2023
Aug 3, 2023
The Essential Guide to Preparing for Retirement
The Essential Guide to Preparing for Retirement
Aug 3, 2023
Aug 3, 2023
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Aug 3, 2023
Aug 3, 2023
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Jul 14, 2023
Jul 14, 2023
Are You Legally Responsible For Your Elderly Parents?
Are You Legally Responsible For Your Elderly Parents?
Jun 7, 2023
Jun 7, 2023
How To Travel With Elderly Parent: Here's How to Prepare
How To Travel With Elderly Parent: Here's How to Prepare
Jun 6, 2023
Jun 6, 2023
Checklist For Moving A Parent To Assisted Living
Checklist For Moving A Parent To Assisted Living
Jun 6, 2023
Jun 6, 2023
How to Set Up A Trust For An Elderly Parent: 6 Easy Steps
How to Set Up A Trust For An Elderly Parent: 6 Easy Steps
Jun 6, 2023
Jun 6, 2023
How To Stop Elderly Parents From Giving Money Away (9 Tips)
How To Stop Elderly Parents From Giving Money Away (9 Tips)
Jun 6, 2023
Jun 6, 2023
Should Elderly Parents Sign Over Their House? Pros & Cons
Should Elderly Parents Sign Over Their House? Pros & Cons
May 17, 2023
May 17, 2023
Estate Planning: A Comprehensive Guide
Estate Planning: A Comprehensive Guide
May 2, 2023
May 2, 2023
Helping Elderly Parents: The Complete Guide
Helping Elderly Parents: The Complete Guide
May 1, 2023
May 1, 2023
Trustworthy guide: How to organize your digital information
Trustworthy guide: How to organize your digital information
Apr 15, 2023
Apr 15, 2023
Can My Husband Make a Will Without My Knowledge?
Can My Husband Make a Will Without My Knowledge?
Apr 15, 2023
Apr 15, 2023
What is a Last Will and Testament (also known as a Will)?
What is a Last Will and Testament (also known as a Will)?
Apr 15, 2023
Apr 15, 2023
Can A Wife Sell Deceased Husband's Property (6 Rules)
Can A Wife Sell Deceased Husband's Property (6 Rules)
Apr 15, 2023
Apr 15, 2023
Should I Shred Documents Of A Deceased Person? (5 Tips)
Should I Shred Documents Of A Deceased Person? (5 Tips)
Apr 15, 2023
Apr 15, 2023
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Apr 15, 2023
Apr 15, 2023
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Apr 15, 2023
Apr 15, 2023
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Apr 15, 2023
Apr 15, 2023
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For Elderly Parents (Complete Guide)
Estate Planning For Elderly Parents (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For High Net Worth & Large Estates
Estate Planning For High Net Worth & Large Estates
Apr 15, 2023
Apr 15, 2023
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Apr 15, 2023
Apr 15, 2023
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
Apr 15, 2023
Apr 15, 2023
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
Apr 15, 2023
Apr 15, 2023
Is It Better To Sell or Rent An Inherited House? (Pros & Cons)
Is It Better To Sell or Rent An Inherited House? (Pros & Cons)
Apr 15, 2023
Apr 15, 2023
Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice
Apr 15, 2023
Apr 15, 2023
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Apr 15, 2023
Apr 15, 2023
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Apr 15, 2023
Apr 15, 2023
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
Apr 15, 2023
Apr 15, 2023
What To Bring To Estate Planning Meeting (Checklist)
What To Bring To Estate Planning Meeting (Checklist)
Apr 15, 2023
Apr 15, 2023
When Should You Get An Estate Plan? (According To A Lawyer)
When Should You Get An Estate Plan? (According To A Lawyer)
Apr 15, 2023
Apr 15, 2023
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Apr 15, 2023
Apr 15, 2023
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Apr 15, 2023
Apr 15, 2023
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Apr 15, 2023
Apr 15, 2023
Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)
Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)
Apr 15, 2023
Apr 15, 2023
Complete List of Things To Do For Elderly Parents (Checklist)
Complete List of Things To Do For Elderly Parents (Checklist)
Apr 15, 2023
Apr 15, 2023
How To Get Power of Attorney For A Deceased Person?
How To Get Power of Attorney For A Deceased Person?
Apr 15, 2023
Apr 15, 2023
How To Help Elderly Parents From A Distance? 7 Tips
How To Help Elderly Parents From A Distance? 7 Tips
Apr 15, 2023
Apr 15, 2023
Legal Documents For Elderly Parents: Checklist
Legal Documents For Elderly Parents: Checklist
Apr 15, 2023
Apr 15, 2023
Selling Elderly Parents Home: How To Do It + Mistakes To Avoid
Selling Elderly Parents Home: How To Do It + Mistakes To Avoid
Apr 15, 2023
Apr 15, 2023
What To Do When A Sibling Is Manipulating Elderly Parents
What To Do When A Sibling Is Manipulating Elderly Parents
Apr 6, 2023
Apr 6, 2023
Can An Out of State Attorney Write My Will? (A Lawyer Answers)
Can An Out of State Attorney Write My Will? (A Lawyer Answers)
Mar 15, 2023
Mar 15, 2023
Settling an Estate: A Step-by-Step Guide
Settling an Estate: A Step-by-Step Guide
Feb 10, 2023
Feb 10, 2023
My Deceased Husband Received A Check In The Mail (4 Steps To Take)
My Deceased Husband Received A Check In The Mail (4 Steps To Take)
Feb 7, 2023
Feb 7, 2023
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
Feb 6, 2023
Feb 6, 2023
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
Feb 1, 2023
Feb 1, 2023
Can You Collect Your Parents' Social Security When They Die?
Can You Collect Your Parents' Social Security When They Die?
Feb 1, 2023
Feb 1, 2023
How Do I Stop VA Benefits When Someone Dies (Simple Guide)
How Do I Stop VA Benefits When Someone Dies (Simple Guide)
Feb 1, 2023
Feb 1, 2023
Can You Pay Money Into A Deceased Person's Bank Account?
Can You Pay Money Into A Deceased Person's Bank Account?
Feb 1, 2023
Feb 1, 2023
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Feb 1, 2023
Feb 1, 2023
Does The DMV Know When Someone Dies?
Does The DMV Know When Someone Dies?
Feb 1, 2023
Feb 1, 2023
How To Find A Deceased Person's Lawyer (5 Ways)
How To Find A Deceased Person's Lawyer (5 Ways)
Feb 1, 2023
Feb 1, 2023
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
Feb 1, 2023
Feb 1, 2023
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
Feb 1, 2023
Feb 1, 2023
How to Stop Social Security Direct Deposit After Death
How to Stop Social Security Direct Deposit After Death
Feb 1, 2023
Feb 1, 2023
How To Transfer Firearms From A Deceased Person (3 Steps)
How To Transfer Firearms From A Deceased Person (3 Steps)
Feb 1, 2023
Feb 1, 2023
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
Feb 1, 2023
Feb 1, 2023
What Happens To A Leased Vehicle When Someone Dies?
What Happens To A Leased Vehicle When Someone Dies?
Jan 31, 2023
Jan 31, 2023
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Jan 31, 2023
Jan 31, 2023
How To Get Into a Deceased Person's Computer (Microsoft & Apple)
How To Get Into a Deceased Person's Computer (Microsoft & Apple)
Jan 31, 2023
Jan 31, 2023
Why Do Funeral Homes Take Fingerprints of the Deceased?
Why Do Funeral Homes Take Fingerprints of the Deceased?
Jan 31, 2023
Jan 31, 2023
What To Do If Your Deceased Parents' Home Is In Foreclosure
What To Do If Your Deceased Parents' Home Is In Foreclosure
Jan 31, 2023
Jan 31, 2023
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Jan 31, 2023
Jan 31, 2023
What Happens If a Deceased Individual Owes Taxes?
What Happens If a Deceased Individual Owes Taxes?
Jan 31, 2023
Jan 31, 2023
Components of Estate Planning: 6 Things To Consider
Components of Estate Planning: 6 Things To Consider
Jan 22, 2023
Jan 22, 2023
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
Jan 8, 2023
Jan 8, 2023
What Does a Typical Estate Plan Include?
What Does a Typical Estate Plan Include?
Apr 15, 2022
Apr 15, 2022
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Apr 15, 2022
Apr 15, 2022
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Mar 2, 2022
Mar 2, 2022
What Does Your “Property” Mean?
What Does Your “Property” Mean?
Mar 2, 2022
Mar 2, 2022
What is the Uniform Trust Code? What is the Uniform Probate Code?
What is the Uniform Trust Code? What is the Uniform Probate Code?
Mar 2, 2022
Mar 2, 2022
Do You Need to Avoid Probate?
Do You Need to Avoid Probate?
Mar 2, 2022
Mar 2, 2022
How is a Trust Created?
How is a Trust Created?
Mar 2, 2022
Mar 2, 2022
What Are Advance Directives?
What Are Advance Directives?
Mar 2, 2022
Mar 2, 2022
What does a Trustee Do?
What does a Trustee Do?
Mar 2, 2022
Mar 2, 2022
What is an Estate Plan? (And why you need one)
What is an Estate Plan? (And why you need one)
Mar 2, 2022
Mar 2, 2022
What is Probate?
What is Probate?
Mar 2, 2022
Mar 2, 2022
What Is Your Domicile & Why It Matters
What Is Your Domicile & Why It Matters
Mar 2, 2022
Mar 2, 2022
What Is a Power of Attorney for Finances?
What Is a Power of Attorney for Finances?
Mar 1, 2022
Mar 1, 2022
Should your family consider an umbrella insurance policy?
Should your family consider an umbrella insurance policy?
Mar 1, 2022
Mar 1, 2022
Do I need a digital power of attorney?
Do I need a digital power of attorney?
Apr 6, 2020
Apr 6, 2020
What Exactly is a Trust?
What Exactly is a Trust?