If your parent doesn’t live with you and you need to provide in-house care, make sure you know where all the bank, cash, jewelry, or other valuables are located. Take an inventory and then make sure the valuables are removed for safekeeping.
Make a copy of everything in their wallets. Make sure you know the placement of all keys, bankbooks, stock certificates, insurance policies, and other legal documents, such as wills, durable power of attorney,
health care proxies.
Know names and phone numbers of all caregivers, service providers, attorneys, accountants, health care professionals, and physicians.
Martin I. Saposnick