A Caregivers Toolkit

Here are some tools for getting organized and balancing caregiving with self-care.  

Create a File Box or Binder of Key Documents for Your Parent or Yourself: Gather important documents and keep them in a file box or safe. It’ll save time and stress later. Discuss with a family member, legal advisor or close friend the contents, location and access directions for documents. Consider including: 

  1.   Contact information for family and friends, church or spiritual advisors. 
  2.   Contact information for doctors, other healthcare providers, tax accountants, estate planners, and legal advisors. 
  3.   Health insurance information, as well as other insurance policies. 
  4.   Banking and other financial information with password or access information.
  5.   Safety deposit keys, locations and business hours.
  6.   Living will, Durable Power of Attorney, Medical Power of Attorney.
  7.   Healthcare Proxy, DNR, Last Will and Testament 
  8.   Timeline of your own health history
  9.   Passwords for computers or cell phones 

Here is a program that can help you to “organize your life” all in one binder: 

Life Transition Binder Project- A project for aging seniors or in partnership with caregivers led 

by Sandra Batra.  The  Life Transition Binder is an organizational tool. It is a resource that pulls 

together important details from all areas of life. Many refer to it daily since all their information

 is at their fingertips. It is a gift for family too and can bring peace of mind knowing loved ones can 

assist if help is needed. What's more, it complements estate planning, and the collection of necessary documents when preparing for any moves to assisted living or when providing family members with the details needed to settle an estate. LINK

*Winchester plan to host a Life Transitions Binder Project Workshop for more information, sign up HERE. 

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