Financial Information
Keep the finances clear — even in a crisis.
Managing finances during a caregiving situation can be overwhelming. This section brings all financial information together in one secure place — from bank accounts and income sources to monthly bills and financial advisors. Having this organized means bills get paid, benefits don't lapse, and no one is left guessing.
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Everything you need in this section
Bank Accounts
Checking and savings account numbers, bank names, and branch contacts.
Income Sources
Social Security, pension, retirement accounts, and any other regular income.
Monthly Bills & Utilities
List of recurring bills, due dates, account numbers, and auto-pay status.
Credit Cards & Loans
Card issuers, account numbers, balances, and minimum payments.
Investment Accounts
Brokerage accounts, IRAs, 401(k)s, and financial advisor contacts.
Safe Deposit Box
Location, key holder, and contents of any safe deposit boxes.
Financial Power of Attorney
Who has authority to manage finances and their contact information.
Tax Information
Accountant contact, tax filing status, and where returns are stored.
Insurance Premiums
Life, home, auto, and long-term care insurance payment schedules.
Ready to get organized?
The Family Caregiver Planner includes all 9 sections — available as a physical binder or instant download.