Caregiving checklist
An elderly parent care checklist for families sharing the work
Caring for a parent goes wrong in the handoffs — who called the cardiologist, which medication changed, whether anyone renewed the insurance. Work down this checklist once, in one place your siblings can all see.
Free to start. The printable Emergency Information Sheet is free; the full document set is Premium.
Needs attention
- Legal documents: record where the power of attorney is kept
- Home continuity: note how to get into the home
- Family coordination: give each open task a due date
Readiness
63%- Emergency readiness100%
- Medical information67%
- Legal documents50%
- Home continuity33%
- Family coordination67%
Coming up
Cardiology follow-up
Tue, 10:30 AM · Mercy Heart Center
Bloodwork
Fri, 8:15 AM · Lab on Third St.
Active tasks
Refill blood pressure Rx
Dana · due Aug 3
Call about the swelling
Michael · no due date
Family roles
Dana — Medical
Michael — Finances
Quick print
What to work through
- Emergency essentials: contacts, allergies, medications, conditions
- Insurance carrier, plan, and member ID
- Primary physician, specialists, and preferred pharmacy
- Advance directive and power of attorney — whether they exist and where
- Home details: keys, alarm codes, utilities, and repair contacts
- Pets: food, vet, and who covers them if nobody is home
- Responsibilities: who owns medical, money, and the house
- Open decisions and tasks, each with an owner and a due date
What the finished family summary looks like
This is the actual Family Summary, filled in with sample data — concerns, who owns what, and every open task.
Family Summary
Mary Thompson
DOB March 4, 1944 · sample data
Current concerns
- Ankle swelling — watching daily, mention at cardiology
- Missing two evening doses each week
Who is responsible for what
Dana — Medical appointments and medications
Michael — Finances and insurance
Ruth — Groceries and weekend check-ins
Open decisions
- Should we add in-home help two mornings a week?
- Who keeps the second set of house keys?
Open tasks
Refill blood pressure prescription — Dana · due Aug 3
Call the cardiologist about the swelling — Michael · due Aug 6
Scan the insurance cards into Documents — Dana · due Aug 14
Important contacts
Dana Thompson (Daughter · primary) — (614) 555-0188
Michael Thompson (Son) — (614) 555-0119
Ruth Alvarez (Neighbor / key holder) — (614) 555-0233
Want this page in your hands right now?
Print the blank version and fill it in by hand — no account, no email. Or create a workspace and it fills itself in, stays current, and reprints whenever something changes.
The blank template is free and always will be. Open the full-size sample.
Do the emergency five minutes first
Long-term planning is important and can wait a week. What cannot wait is being able to answer a hospital's questions tonight. Start with your parent's name and date of birth, emergency contacts, allergies, medications, conditions, insurance, and the directive location — then print it and breathe.
Give every open item an owner and a date
Most family care plans stall because tasks are described but not assigned. Name one person per task and one date, and put concerns and open decisions somewhere visible so they get resolved rather than relitigated in a group text every few weeks.
Print what each audience actually needs
A doctor wants a current medication list and a short brief. A hospital wants contacts, allergies, and insurance. A weekend caregiver wants the routine, the house details, and who to call. MyKinFolder generates each of those as its own page from the same information, so you are not rewriting it for every situation.
Keep one version everyone can see
Invite your siblings and anyone else helping. Everyone can view, edit, and print, and a readiness view shows what is still missing — so the gaps get closed before they matter instead of during a crisis.
Checklist by area
Rough order of priority. If you only get through the first two rows this week, you are ahead of most families.
| Area | What to settle | Who usually owns it |
|---|---|---|
| Emergency | Contacts ranked, allergies with reactions, current medications, conditions | Whoever lives closest |
| Medical | Primary physician, specialists, pharmacy, upcoming appointments | One sibling, consistently |
| Insurance | Carrier, plan, member ID, what is and is not covered | Same person who handles finances |
| Legal | Advance directive and power of attorney: exist, location, copies | Named power of attorney |
| Home | Keys, alarm codes, utilities, HVAC and repair contacts, transport | Local sibling or neighbor |
| Pets | Food, medications, vet, backup caregiver | Whoever the pet knows |
| Coordination | Responsibilities assigned, concerns logged, decisions open or closed | The whole family, in one place |
| Tasks | Every open task has one owner and one due date | Assigned individually |
A readiness view scores each area and tells you, in plain language, what to add next.
There are people out there who are not in a state of mind to be organized — they need this.
— A former nurse and family caregiver
MyKinFolder was built by a family navigating care for a parent, with guidance from people who have worked on both sides of the hospital desk.
Common questions
- Where do we start with an aging parent?
- Gather the emergency essentials first: contacts, allergies, medications, conditions, insurance, and where the advance directive is kept. That is roughly five minutes of work and covers the situation most likely to happen next. Housing, finances, and long-term planning can follow.
- How do siblings divide care responsibilities?
- Assign areas rather than tasks — one person on medical appointments, one on finances and bills, one on the house and pets. Then give every open task a named owner and a due date, so nothing sits in the group text unclaimed.
- What documents should we have in place?
- A health care advance directive, a durable power of attorney, and current insurance details. You do not need to store the originals together, but the whole family should know they exist, where they are, and who has copies.
- What should we bring to a doctor's appointment?
- A current medication list with doses, recent changes or symptoms, questions from whoever could not attend, and the insurance card. Printing an Appointment Brief means the person driving that day does not have to reconstruct it from memory.
- How do we keep long-distance siblings in the loop?
- Share one workspace instead of forwarding updates. A Family Summary page lists current concerns, responsibilities, open decisions, tasks, and important contacts, so a sibling who has been out of the loop can catch up on one page.
- Is this checklist different if both parents need help?
- The categories are the same, but keep the medical information separate — medications and conditions should never be merged. Profile capacity depends on your plan: Free supports one parent, while Premium supports two separate parent profiles and prints each one's documents separately.
Fill it in once. Reprint whenever it changes.
MyKinFolder keeps each parent's care information in a private workspace your family shares, so every printout is current. Profile capacity depends on your plan: Free supports one parent, while Premium supports two separate parent profiles.
Create my workspaceRelated caregiving guides
- How to care for elderly parents without losing your footing
- What to do when a parent refuses the care they need
- How to share caregiving with siblings without a fight
- Questions to ask at your parent's doctor appointment
- The emergency readiness checklist for an aging parent
- How to coordinate a parent's care without a 47-message group text