Keystone Binder

Questions to Ask Your Aging Parents: A Free Printable Checklist

Free, immediately downloadable, no email or account required. These are starting points for a conversation, not a script, use whichever ones actually fit your family.

No email required. Nothing you do on this page is tracked.

Health & medical

  • Who are your doctors, and how do I reach them?
  • What medications do you take, and where's the list kept?
  • Do you have a healthcare directive or living will?
  • Is there anything about your health you haven't mentioned?

Finances

  • Do you have a will and a power of attorney?
  • Who's your financial advisor or accountant, if you have one?
  • Which banks and accounts do you use?
  • Is there long-term-care insurance?

Legal & documents

  • Where are your important documents kept?
  • Who's your attorney, if you have one?
  • Do you have a safe deposit box? Where, and who else has access?

Living situation & safety

  • Where would you want to live if living alone stopped being safe?
  • Are there any safety concerns around the house (stairs, the bathroom, driving)?
  • Who else should be part of these decisions?

Wishes & the future

  • What matters most to you if your health changes?
  • Who do you want making decisions if you're not able to?
  • Is there anything you want to make sure I know?

Once you have answers, Keystone Binder helps you turn them into an organized binder your family can actually find and use later, not just a conversation you both remember differently.

Build your free binder preview

Not sure how to bring this up in the first place? See 8 Things Not to Say to Your Aging Parents and How to Talk to Your Aging Parents About Money.