Aging Parent Safety Tip: Find and Organize Key Documents
A big part of helping aging parents and elderly loved ones stay safe is making sure key documents such as medical records, and insurance policy numbers are organized and easy to find.
It is critical to know where your folks keep important documents. This doesn’t mean you are taking over. It merely means you are asking them to share information you might need some day.
Some of the information you might need: birth and marriage certificates, military and veteran’s records, brokerage and bank statements, and of course, estate planning documents.
Ask your folks where these important documents are located BEFORE you need them. In a crisis, the last thing you want is to delay essential services because you can’t find the medical or financial info you need.