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Free Caregiver Preparedness Checklist

Nobody Handed You the Folder. Now What?

10 documents and records to gather before caregiving gets real.

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Document folders, a clipboard, a leather notebook and a pen arranged on a wooden desk
First page of the checklist: Nobody Handed You the Folder. Now What? 10 documents and records to gather before caregiving gets real.

When a parent or loved one suddenly needs help, the last thing you want is to discover that important paperwork is missing.

Being family doesn’t automatically give you permission to make medical decisions, manage finances, or access important information.

The good news? You can start preparing before a crisis happens.

Download this free, practical checklist from Stephanie Sellers, Senior Home Coach, to help you organize the documents and information your family may need.

Inside the Free Checklist, You’ll Discover:

  • The documents that establish authority, including financial and healthcare powers of attorney.
  • The records families often overlook, from beneficiary designations to insurance policies and property documents.
  • How to make your folder useful, so important information is secure and accessible when needed.
  • Where to start this week, with a simple three-item action plan.

A Little Preparation Today Can Make a Difficult Tomorrow Easier.

You don’t have to organize everything at once. Just start with the right information.

Get Your Free Checklist

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Free educational resource. No purchase required.