Here’s a checklist to start with:
- Organize important documents such as a will, marriage and birth certificates, military records, titles to property, insurance policies, power of attorneys, advanced directives such as a living will, financial account information, mortgages and other debts and tax returns.
- Develop a list of contact information, phone and emails for your parents’ advisors, such as an attorney, financial advisor and life insurance agent.
- Record health insurance information for your parents such as Medicare, Medicaid and supplemental insurance.
- Make a contact list of your aging parents’ doctors and note details of any medications that your parents are taking, including where their prescriptions are filled.
