Printable worksheet

Aging Parent Organizer

Use this worksheet to collect the practical details families often need for appointments, bills, emergencies, and care coordination.

Basic Details

Start with contact information and who should be called first.

Full name Birth date Phone Address Primary family contact Backup contact Preferred hospital Preferred pharmacy

Medical Information

Keep this current before appointments or emergencies.

Primary doctor and specialists listed Insurance and Medicare cards copied or located Allergies and major diagnoses listed Patient portal access instructions noted

MedicationDoseSchedulePrescriber

Medical notes

Documents And Authority

Know what exists, where it is stored, and who can act.

Will or trust located Financial power of attorney located Health care proxy or POA located Advance directive or living will located

Document storage location and attorney contact

Accounts, Bills, And Home

Map the practical household details before help is urgent.

Bank or bill-pay notes Insurance contact Tax preparer Home key or access notes Utility contact Home repair contact Pet care notes Neighbor or local helper

Care coordination notes