Get your parent’s important information organized—before you need it.

When you're helping care for an aging parent, there are so many things you may suddenly need to know.

Where is their insurance information? What accounts do they have? Where is the will? Who is their doctor? What medications do they take? What bills need to be handled? What would they want at the end of their life?

Unfortunately, that information is often scattered across filing cabinets, computers, email accounts, drawers, and stacks of paperwork.

The Peace of Mind Binder gives you and your parent(s) a guided way to gather and organize the important information you may need to help manage their care, finances, home, and affairs.

Because the middle of a crisis is the worst time to start searching for answers.

What’s Inside

Organize important information related to:

✓ Personal & Family Information
✓ Assets
✓ Debts
✓ Investments
✓ Insurance
✓ Medical Care
✓ Digital Accounts
✓ Legal & Estate Documents
✓ End-of-Life Wishes
✓ Important Home Information
✓ Other Important Documents
✓ After-Death Checklist

Know What They Have—and Where to Find It

The Peace of Mind Binder helps you create a central roadmap for your parent's important information.

Use it to organize details about:

• Bank accounts, property, and other assets
• Loans and debts
• Retirement and investment accounts
• Insurance policies
• Doctors, medications, and medical care
• Digital accounts and assets
• Wills, trusts, powers of attorney, and other legal documents
• Important information about their home
• Funeral, memorial, and end-of-life wishes
• Important contacts and document locations

Be Better Prepared to Step In

A hospitalization, health change, or emergency can quickly put an adult child in the position of needing to help.

Would you know where to find your parent's insurance cards? Their power of attorney? A current medication list? Their financial accounts? The name of their attorney? Information about their home?

The Peace of Mind Binder helps you have those conversations and gather that information before there's a crisis.

Your Purchase Includes

✓ 132-page Peace of Mind Binder
✓ Fillable PDF format or can be printed
✓ 12 comprehensive organization and planning sections
✓ Medical and digital account organizers
✓ Financial, legal, and estate document organizers
✓ End-of-life planning pages
✓ After-Death Checklist
✓ Reusable organization system

Complete it together digitally, or print the pages you and your parent prefer to fill out by hand. The binder includes printable section tabs and binder spine inserts in three different designs.

Perfect For

Adult children who are:

• Helping care for an aging parent
• Beginning to take on more of Mom or Dad's financial or household responsibilities
• Trying to organize important information before a health crisis
• Coordinating care with siblings or other family members
• Helping parents prepare for the future
• Unsure where important documents and information are kept

Important Disclaimer

The Peace of Mind Binder is provided for informational and organizational purposes only and does not provide legal, financial, tax, medical, or estate-planning advice. It is not a substitute for legally executed estate-planning documents or advice from qualified professionals.

Consult appropriate legal, financial, tax, medical, or other professionals regarding individual circumstances.

Save money by bundling products and take the stress out of managing your parent’s finances!

When you’re helping care for an aging parent, keeping track of expenses, bills, reimbursements, and financial records can quickly become another job. The Caregiver Financial Toolkit brings four practical tools together to help you stay organized, keep better records, and make managing the financial side of caregiving a little easier.

Everything You Need to Stay on Top of Caregiving Finances

The toolkit includes:

Caregiver Expense Tracker
Keep caregiving expenses organized in one place. Track spending by category, record reimbursements, and easily see where the money is going.

Shared Caregiver Expense Tracker
Designed for families sharing caregiving costs. Track who paid for what, reimbursements, and out-of-pocket expenses so everyone can stay on the same page.

Caregiver Bill Management System
Organize your parent’s bills, due dates, payments, and important account details in one easy-to-manage system—helping you stay ahead of what’s due and reduce the chance of missed payments.

Caregiver Tax-Deductible Guide
A simple reference guide to help you understand which caregiving expenses may qualify for tax deductions or other tax benefits and which records may be helpful to keep.

Use Excel or Google Sheets

The trackers and Bill Management System include a downloadable Excel file plus access to a Google Sheets version, so you can use the format that works best for you. Video tutorials will help guide you through each tool, no matter which version you choose.

One Toolkit. Less Financial Chaos.

Whether you’re managing your parent’s finances yourself or sharing responsibilities with siblings or other family members, the Caregiver Financial Toolkit gives you practical systems to keep the details organized and easier to manage.

Download once and start organizing today.