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Have a current phone book from your parents’ town.
This will save you great amounts of time and stress when you need
to locate help for them.
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Set up a looseleaf notebook with sections relating to your
parents and their environment: These sections can include:
- An
address book
- Names/numbers
of nearby friends and family
- Religious
affiliation information; organizations to which they belong
- Insurance
agents
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Home maintenance services
- Names/numbers
and locations of hospitals and clinics
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Medical information:
- Names/numbers
of all physicians, home care agencies, pharmacists and other health
care professionals involved with your parents, including the numbers
for local emergency services and hospitals.
- A
current list of all medications, both prescription, over-the-counter
& nutritional supplements
- A
comprehensive medical history
- Names
and numbers of organizations that provide information for pertinent
medical conditions such as the Alzheimer’s Association or
the American Diabetes Association, etc.
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Financial information:
- Bank
and broker account numbers for every account
- Names
and numbers of financial advisors
- Retirement
accounts (IRAs, Keoghs, SEPs, etx.)
- Permission
forms allowing you to access financial information
- Tax
returns—at least 3-5 years back
- Credit
card information
- Inheritance
and trust information
- Locations
of safety deposit boxes and keys
- Loan
information—on money borrowed or loaned
- A
monthly list of outstanding bills, liabilities, and other debt
- Appraisals
of personal property
- Social
Security information
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Legal information
- Copies
(or originals) of all documents such as wills, deeds, trusts,
etc.
- Copies
of any Powers of Attorney, Medical Directives, Living Wills
- Military
benefit information and retirement papers
- Burial
instructions and information
- Insurance
policies and numbers for all insurances
- Birth
certificates, marriage certificates, divorce decrees, citizenship
documents
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General Documents Section
- Birth
certificates
- Business
or partnership agreements
- Titles
for all vehicles
- Location
of any valuables
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Residential Issues (Housing, Safety)
- Names
and numbers of home health and personal care agencies
- Names
and numbers of transportation assistance for medical or personal
needs
- Names
and numbers of local stores that seel or provide items or services
needed: example: medical equipment, grocery delivery
- Volunteer
organizations that provide support
- Home
modification experts
- Geriatric
Care Managers to provide the kind of help you would give if you
were there
- Assisted
living and nursing facilities
Note: If you can not have originals of important documents, try
to have copies or at least, list the location where they can be
found. Also, keep in mind that information changes constantly. It
is important to keep your notebook as current as possible.
Excerpts from Long Distance Caregiving: A Survival Guide for Far
Away Caregivers by Angela Heath, published by American Source Books,
Lakewood, Colorado, 1993.
CLICK
HERE TO READ PART II OF CAREGIVING FROM A DISTANCE.
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