Get your parent's papers into one binder the whole family can find

What's in the free kit

• The twelve-week binder plan takes the book one or two sittings at a time, with a box to tick and a line for the date as you finish each task.
• The document inventory covers identity records, health insurance, income, accounts, property and insurance, taxes, legal documents, and recurring bills, with where each original is kept and when you last checked.
• The "who accepts what" map shows which arrangement Social Security, the VA, the IRS, Medicare, banks, and pension payers each require, with an acceptance log beside it.
• The roles page records who holds each legal role and practical job in the family.
• The payer map lists every possible source of payment for care.
• Printable tab dividers match the book's twelve chapters, with a sheet of labels if you'd rather use store-bought dividers.
• Ten sample request letters as a PDF and as editable Word files, for asking banks, providers, Medicare, insurers, care communities, pension payers, and the state Medicaid office for information or paperwork.
• A 36-page printable PDF with every page in order, ready to punch and put in a binder.

The plan, inventory, map, roles page, and payer map each come in a print version and a fillable version.

Instant download, free with your book · Printable and fillable PDFs, plus Word files for the letters