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Before They Need You

Companion Resources

Printable tools that go with the book: 10 worksheets, plus a Gap Score Sheet, Family Conversation Cards, a Hospital Emergency Checklist, a First-Week Checklist, a Family Session Worksheet, a Yearly Review Checklist and a two-page Quick-Reference Guide. They help you gather your parents’ essential information, set up an emergency plan and keep it current.

Emergency One Pager

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Emergency contacts at a glance

Document Locator

Where each original is kept, and who holds a copy​​​​

PDF

Family Contact Directory

Family first, then health, legal and financial, home, community and work.

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Family Contact Directory Tree

Every role needs a name, and every name needs a backup.

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Health Summary & Medications

Include prescriptions, over-the-counter drugs, vitamins, herbal products,
drops, creams, inhalers and patches.

PDF

Holdings Summary

institutions and types of accounts , and where statements are kept.

PDF

Bill Calendar

List of recurring payments

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Daily Routines

Routines and details that only your parent knows

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Digital Accounts

The account, who the provider is and how someone would get access in an emergency (password manager, sealed envelope held by a named person, or a legacy contact.

PDF

Emergency Plan

Each role needs a name, and each name needs a backup

PDF

Gap Analysis

Score each gap from 1 (“I would have no idea”) to 5 (“I could find it in ten minutes”). Circle the lowest score.

PDF

​Family Conversation Cards

Family Conversation Cards

PDF

Hospital Emergency Checklist

Before you leave, informing family, what to bring

PDF

First Week Checklist

When they pass away

PDF

Family Session Worksheet

Agenda and Action Plan

PDF

Yearly Review Checklist

Document annual review and amendments (if any)

PDF

Quick-Reference Guide

Key information at a glance

PDF

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