How to Use the Toolbox

The Caregiver Toolbox has checklists, trackers, and document locators to help you stay on top of things and organize the details related to a loved one’s medical or financial information.

Download the toolbox, explore the worksheets, and fill out the ones that are relevant to you and your loved one. By organizing your loved one’s most important medical, legal, and financial details in one place, you won’t have to scramble to find it at the next doctor’s appointment or during a crisis.