If you are a family caregiver and looking to find the best way to organize medical and financial information for your aging loved one, we’ve created a collection of checklists that include helpful worksheets, information logs, and trackers to keep valuable information all in one place.

Organizing Medical and Financial Information

Sometimes the need to become a family caregiver for an aging loved one happens unexpectedly. Sometimes it’s your first experience caregiving for someone other than a child you raised. Either way, organization is key to providing the best care and support for your loved one.

From knowing the location of your loved one’s advanced health care directives to fully understanding their medication regimen, we’ve created an easy-to-follow series of checklists that will help ensure you have the information you need at your fingertips.

What’s in the Caregiver Toolbox

The caregiver toolbox offers several different resources to help you get organized:

  • Legal & Financial Document Locator: This document locator can be a handy tool to help you organize your loved one’s important legal and financial documents, property, and contacts.
  • Emergency Medical Information Worksheet: This worksheet is intended to help you keep track of your loved one’s medical information so it can be shared with paramedics, emergency room staff, and urgent care clinicians if your loved one requires urgent medical care.
  • Health Information Trackers: This collection of trackers makes it easier to keep track of your loved one’s blood pressure and blood sugar levels; changes in appetite, weight, sleep, or energy level; or anything else you might find helpful to track between doctor’s visit.
Caregiver Toolbox

Download the toolbox, explore the worksheets, and fill out the ones that are most helpful to you and your loved one.

Download Our Caregiver Financial and Medical Information Toolbox Today!

Fill Out This Form and Claim Your Free Toolbox Today!

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