Aging Parents Checklist

Are your parents aging? Do you have questions about how to set them up for success? Have you considered your role in their aging process?

These are common questions many adult children ask themselves as they watch their parents age. Below are some helpful topics to discuss with your aging parents. You might consider printing this checklist and setting up a time to talk through the list with your aging parents.

Aging Parents Checklist:

1. Review legal and financial documents:

   • Power of Attorney for Finance

   • Advance Healthcare Directive

   • Trust or Living Will

   • Birth Certificate

   • Passport

   • Drivers License

   • Social Security Card

   • Investment and retirement

   • Tax information

   2. Prepare a folder or document with important information

   • Online bank account information

   • Passwords

   • Important contacts, phone number and address

   • Military documents

   • Car titles

   • Real estate information

   3. Review medical needs and documents:

   • Physician and specialist’s name(s), address and phone number

   • Medications, prescriptions and dosages and any allergies

   • Medical insurance card and information

   4. Discuss roles and responsibilities:

   • Who is responsible for financial decisions and/or health decisions?

   • Who is responsible for the pet?

   • Discuss caregiving roles, and expectations

   5. Discuss a plan for safety:

   • Life alert button

   • Ramps, grab bars, wheelchair or walker

   • Moving to a facility

   • Hiring caregivers

   6. Review parents wishes and values for their aging process.

Need help? Feel free to schedule an aging consultation for individual recommendations and resources.