When a parent’s health changes, the questions pile up fast. Where are the accounts? Who’s the doctor? Is there a will? You don’t need every answer today. Start with the few things that make the biggest difference.
Do it yourself
Organize at your own pace, using the action items below as your starting point.
Your first month is free. Cancel anytime before it ends.
With a Forward Steward · Free
Schedule a free meeting with a Forward Steward about caring for a parent.
Pick a time that works for you.
You don’t have to do it all at once. Start here.
Start with what matters to them, not with paperwork. Ask who they’d want making decisions if they couldn’t, and where important papers are kept.
How Forward helps · The guide includes conversation starters to open the topic without pressure.
Look for a will or trust, powers of attorney, healthcare directives, insurance policies, and recent statements. Note what’s missing. You don’t have to fix it all at once.
How Forward helps · Upload and tag documents so no one is searching through drawers later.
Doctors, pharmacy, attorney, financial advisor, insurance agent, and the neighbor who checks in. One list saves dozens of phone calls.
How Forward helps · Keep contacts right alongside the documents they relate to.
Agree as a family on who needs access to which details, and when. Clarity now prevents conflict later.
How Forward helps · Invite family with the access levels your parent chooses, and change them anytime.
A short checklist for getting your parent’s essentials organized, plus prompts for the conversations that are hardest to start.
Tell us where to send it and we’ll email it to you: these action items, 9 documents to look for, questions to talk through, and a contact sheet.