You Are Here: Home - Expert Advice - The Organizer's Toolbox - Tip Sheets
NEW! - Keywords For This Page: Seniors - Health - Parents - Special Needs - Retirement
Feel free to use this tip sheet / checklist as you tackle your own ""do-it-yourself"" organizing projects. If you would like to REPRINT or DISTRIBUTE this information, please click here for reprinting instructions.
 |
ASSESSING THEIR NEEDS
|
 |
- Does your parent need help with grooming, bathing, or dressing?
- Does your parent need help with housekeeping, shopping, or yard work?
- Does your friend need help planning or preparing meals?
- Is your parent unable to drive or get around on public transportation alone?
- Does your parent need help managing finances and paying bills?
- Does your parent need help making legal and other important decisions?
- Does your parent have trouble functioning at home? Would modifications help?
- Does your parent have trouble with hearing, vision, or memory?
 |
GET PERMISSION
|
 |
- financial power of attorney to make financial decisions and pay bills
- living will to make life-support decisions
- medical power of attorney to make health care decisions
- durable power of attorney to make legal decisions
- access to safe deposit box
- may choose to be added to deeds and mortgages
- may need to be added to automobile insurance
- know the person's wishes (medical treatments, funeral, finances, etc.)
 |
INFORMATION TO HAVE ON HAND
|
 |
- insurance (Medicare / Medicaid number, supplement, other policies)
- doctors (names, phone numbers, and other contact information)
- medical history (medications, allergies, conditions, procedures)
- identification (social security, military ID, driver's license numbers)
- address list (friends, neighbors, family)
- service providers (attorney, financial advisor, clergy, accountant)
- financial (account numbers, checkbook, investments, tax records)
- legal (wills, powers of attorney, health care directive)
- deeds (house, other property, car title, boat title)
- insurance (life, medical, auto, homeowner's)
- household (mortgage, apartment lease, property tax records)
- vital records (birth certificate, marriage license, divorce decree)
- final wishes (organ donation, burial, property distribution)
 |
MAKE SURE THAT YOU
|
 |
- respect your parent's independence, even while taking care of them
- allow your parent to make as many decisions as appropriate
- have reasonable expectations of what your parent can do independently
- talk regularly with your parent about their concerns, desires, and frustrations
- make informed decisions that are in the best interest of your parent's needs
- show compassion while you are trying to be efficient and responsible
 |
TAKING CARE OF YOURSELF
|
 |
- recognize when you are getting worn out and need a break
- make use of support groups, family, and other caregivers in your situation
- take regular breaks to do something enjoyable for yourself
Copyright Ramona Creel, all rights reserved-- you are welcome to reprint any article, but you MUST include this resource box.
Ramona Creel is a modern Renaissance woman and guru of simplicity -- traveling the country as a full-time RVer, sharing her story of radically downsizing, and inspiring others to regain control of their own lives. As a Professional Organizer and Accountability Coach, Ramona will help you create the time and space to focus on your true priorities -- clearing away the clutter other obstacles and standing in the way of that life you've always wanted to be living. As a Professional Photographer, Ramona captures powerful images of places and people as she travels. And as a travel writer, social commentator, and blogger, she shares her experiences and insights about the world as we know it. You can see all these sides of Ramona -- read her articles, browse through her photographs, and even hire her to help get your life in order -- at www.RamonaCreel.com. And be sure to follow her on Twitter and on Facebook.
Would you like to reprint this tip sheet in your publication -- or distribute it to a wider audience? Click here for reprinting instructions.
Click here if you would like to submit a tip sheet or checklist...