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Caregiver Binder Checklist (Free Printable)
Everything to gather in one place — medical, legal, financial, and daily-care — organized into a caregiver binder you can actually keep up.
Free to use — print it, or choose “Save as PDF” in the print dialog.
Medical
Master medication list (and supplements)
Conditions & medical history
Doctors & specialists, with contact info
Insurance cards & plan details
Recent test results & imaging
Immunization record
Legal
Durable power of attorney (financial)
Medical power of attorney / health-care proxy
Advance directive / living will
HIPAA authorization
Will / estate documents (note where originals are kept)
Financial
List of accounts & institutions
Bills & autopay details
Income & benefits (Social Security, pension, VA)
Long-term care insurance policy, if any
Daily care
Care plan & daily routine
Dietary needs & preferences
Emergency medical info sheet
Contacts
Emergency contacts
Key family members
Care team & helpers (aides, neighbors)
Once it's gathered, make copies for everyone who helps and update it whenever something changes — that last part is where paper binders fall behind. Keeping the same information shared and always current is exactly what Carelo is for.