Question: I am a family caregiver, and I need to know the simplest way to organize my aunt's important paperwork?

Answer:
February 5, 2009

Hi everyone!

Tip of the week: If you are caring for an aging family member or friend on a daily basis, you must be organized. Your aging relative should also be organized with all of his or her documents just in case a crisis occurs. For example, organize your materials in this format: Color code file folders or label regular file folders and organize important documents. Label them as:

a. Medical
b. Legal
c. Personal Information
d. Financial Information
e. Family Information
d. Insurance Policies (auto, home, life, health) and so on.

Your monthly utility and personal bills should be placed separately from personal information.
It is really important to buy a fire retardant box (you can get them anywhere) with a key or code to keep records safe. Personally, I prefer the bank’s safe deposit box, but wherever, as long as information can be accessed quickly. Everyone's situation is different when it comes to organizing. My point is, just be organized as a family caregiver--no matter what system you decide to use.

Next week I will discuss YOUR FAMILY CAREGIVING SURVIVAL TIPS! I will highlight things you need in the home of those taking care of aging parents. You don’t want to miss it. Now, I am really tired this week. I am taking vitamins that seem to help, but….you know…it’s more mental fatigue than anything. Know that you can send me an e-mail at anytime. I will be happy to help you. We are here for each other!

Feel free to e-mail me your questions and/or comments. I am always happy to hear from you!

Clarissa