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Templates / Looking after a parent

Power of attorney, bills, benefits and care, sorted from one link.

Brothers, sisters and professionals each hold a piece of a parent’s paperwork, and nobody knows what is missing. Docsroom asks each person once, gives them their own link and chases whoever has not replied.

7 templates78 requestsWritten for looking after a parent

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Seven templates for looking after a parent

Open a template to see every request in the order it is asked, and watch it written in and answered.

Parent paperwork starter checklistfor your parent · before you start sorting things out12 requests12 requests
Parent paperwork starter checklistMargaret Hughes · first sort out9 of 12 back
  • The basics
  • FormPersonal details6 questionsAssigned to MHMargaret Hughes, mumFrom Helenin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to MHMargaret Hughes, mumFrom Helenin 3 daysComplete
  • QuestionWho to call in an emergencythree names and numbersAssigned to MHMargaret Hughes, mumFrom Helenin 3 daysReady to check
  • QuestionGP surgery and pharmacynames and numbersAssigned to MHMargaret Hughes, mumFrom Helenin 4 daysReady to check
  • Money and home
  • UploadPension and benefit letterslatest from eachAssigned to MHMargaret Hughes, mumFrom Helenin 5 daysComplete
  • QuestionBanks and building societiesnames only, no numbersAssigned to MHMargaret Hughes, mumFrom Helenin 5 daysAwaiting reply
  • UploadLatest council tax billthis yearAssigned to MHMargaret Hughes, mumFrom Helenin 6 daysReminder sent
  • UploadHome and contents insurancepolicy scheduleAssigned to MHMargaret Hughes, mumFrom Helenin 6 daysComplete
  • What matters to you
  • QuestionWill and where it is keptand who knowsAssigned to MHMargaret Hughes, mumFrom Helenin 6 daysReady to check
  • QuestionPower of attorney in placeyes, no or not sureAssigned to MHMargaret Hughes, mumFrom Helenin 4 daysReady to check
  • QuestionWhat matters to you mostin your own wordsAssigned to MHMargaret Hughes, mumFrom Helenin 7 daysComplete
  • QuestionMedication and allergiesfrom the pharmacy listAssigned to MHMargaret Hughes, mumFrom Helenin 4 daysAwaiting reply
Family helper starter checklistfor brothers and sisters · before you agree who does what10 requests10 requests
Family helper starter checklistMark Hughes · brother8 of 10 back
  • You and your details
  • FormYour contact details5 questionsAssigned to MHMark Hughes, brotherFrom Helenin 3 daysComplete
  • QuestionBest times to reach youdays and hoursAssigned to MHMark Hughes, brotherFrom Helenin 3 daysComplete
  • QuestionDistance from Mumand how you travelAssigned to MHMark Hughes, brotherFrom Helenin 3 daysReady to check
  • How you can help
  • DecisionMain job you will takemoney, health or houseAssigned to MHMark Hughes, brotherFrom Helenin 5 daysReady to check
  • TableDays you can visitone row per weekAssigned to MHMark Hughes, brotherFrom Helenin 5 daysComplete
  • QuestionSpare key and accesswho holds a spare keyAssigned to MHMark Hughes, brotherFrom Helenin 6 daysAwaiting reply
  • Money and agreements
  • TableMoney spent for Mumdate, what, amountAssigned to MHMark Hughes, brotherFrom Helenin 10 daysReminder sent
  • ApprovalHow we share updatesread and approveAssigned to MHMark Hughes, brotherFrom Helenin 6 daysComplete
  • ApprovalGround rules for decisionsread and approveAssigned to MHMark Hughes, brotherFrom Helenin 7 daysReady to check
  • QuestionWhat worries you mostabout Mum or the planAssigned to MHMark Hughes, brotherFrom Helenin 10 daysReady to check
Power of attorney packfor your solicitor · when you start or check the papers11 requests11 requests
Power of attorney packMargaret Hughes · powers of attorney9 of 11 back
  • What is in place
  • UploadProperty and finance LPAregistered copyAssigned to ERElaine Rhodes, solicitorFrom Helenin 5 daysComplete
  • UploadHealth and welfare LPAregistered copyAssigned to ERElaine Rhodes, solicitorFrom Helenin 5 daysComplete
  • UploadRegistration letterfrom the Public GuardianAssigned to ERElaine Rhodes, solicitorFrom Helenin 6 days1 file sent
  • UploadCertified copy for the bankif the bank asksAssigned to ERElaine Rhodes, solicitorFrom Helenin 8 days2 files sent
  • The details
  • FormAttorney details5 questionsAssigned to ERElaine Rhodes, solicitorFrom Helenin 5 daysComplete
  • QuestionReplacement attorneysnamed or noneAssigned to ERElaine Rhodes, solicitorFrom Helenin 6 daysAwaiting reply
  • QuestionRestrictions and preferencesany written into itAssigned to ERElaine Rhodes, solicitorFrom Helenin 6 daysReminder sent
  • QuestionWhere the originals aresafe, solicitor or bankAssigned to ERElaine Rhodes, solicitorFrom Helenin 6 daysComplete
  • If there is not one yet
  • QuestionCertificate providerwho could actAssigned to ERElaine Rhodes, solicitorFrom Helenin 8 daysReady to check
  • UploadDraft power of attorneyto read firstAssigned to ERElaine Rhodes, solicitorFrom Helenin 10 days2 files sent
  • UploadCosts and termsin writing before we startAssigned to ERElaine Rhodes, solicitorFrom Helenin 10 daysComplete
Bills and benefits packfor whoever handles the money · in the first month11 requests11 requests
Bills and benefits packMargaret Hughes · money and benefits9 of 11 back
  • Regular bills
  • TableBills and direct debitssupplier, what, when paidAssigned to CHCatherine Hughes, sisterFrom Helenin 7 daysComplete
  • UploadThree months of statementsmain current accountAssigned to CHCatherine Hughes, sisterFrom Helenin 7 daysComplete
  • QuestionLate or unpaid billsany red lettersAssigned to CHCatherine Hughes, sisterFrom Helenin 5 daysReady to check
  • Benefits
  • UploadPension statementstate and privateAssigned to CHCatherine Hughes, sisterFrom Helenin 8 days2 files sent
  • QuestionAttendance Allowance claimclaimed, awarded or notAssigned to CHCatherine Hughes, sisterFrom Helenin 8 daysComplete
  • UploadAttendance Allowance letteraward or claim referenceAssigned to CHCatherine Hughes, sisterFrom Helenin 9 daysAwaiting reply
  • UploadPension Credit letterif there is oneAssigned to CHCatherine Hughes, sisterFrom Helenin 9 daysReminder sent
  • UploadCouncil Tax status lettersingle person or reductionAssigned to CHCatherine Hughes, sisterFrom Helenin 10 daysComplete
  • QuestionBlue Badgeheld or applied forAssigned to CHCatherine Hughes, sisterFrom Helenin 10 daysReady to check
  • Savings and care costs
  • FormSavings and investments5 questionsAssigned to CHCatherine Hughes, sisterFrom Helenin 12 daysReady to check
  • UploadFinancial assessment formif the council asksAssigned to CHCatherine Hughes, sisterFrom Helenin 14 daysComplete
Care agency packfor the care agency · before the first visit12 requests12 requests
Care agency packMargaret Hughes · morning visits9 of 12 back
  • Before they start
  • UploadCare needs assessmentfrom the councilAssigned to AJAnita Joshi, care managerFrom Helenin 3 daysComplete
  • UploadCare planlatest versionAssigned to AJAnita Joshi, care managerFrom Helenin 4 daysComplete
  • UploadAgency insurance certificatecurrentAssigned to AJAnita Joshi, care managerFrom Helenin 5 days1 file sent
  • UploadCare agreementtheir copy to readAssigned to AJAnita Joshi, care managerFrom Helenin 6 days2 files sent
  • The visits
  • TableVisit times and tasksday, time, what is doneAssigned to AJAnita Joshi, care managerFrom Helenin 5 daysComplete
  • TableNamed carerswho visits and whenAssigned to AJAnita Joshi, care managerFrom Helenin 6 daysAwaiting reply
  • QuestionKey safe arrangementwho has access, no codesAssigned to AJAnita Joshi, care managerFrom Helenin 6 daysReminder sent
  • QuestionWho to call out of hoursname and numberAssigned to AJAnita Joshi, care managerFrom Helenin 6 daysComplete
  • ApprovalMum’s routine and wishesread and approveAssigned to AJAnita Joshi, care managerFrom Helenin 7 daysReady to check
  • Health and reviews
  • UploadMedication listas the carers use itAssigned to AJAnita Joshi, care managerFrom Helenin 7 days2 files sent
  • UploadComplaints procedurehow to raise a concernAssigned to AJAnita Joshi, care managerFrom Helenin 8 daysComplete
  • DecisionReview meetingpick a dateAssigned to AJAnita Joshi, care managerFrom Helenin 10 daysAwaiting reply
Medical appointments packfor whoever takes Mum · before each appointment11 requests11 requests
Medical appointments packMargaret Hughes · hospital and GP9 of 11 back
  • Coming up
  • TableComing appointmentsdate, place, who goesAssigned to MHMark Hughes, brotherFrom Helenin 3 daysComplete
  • UploadAppointment lettershospital or GPAssigned to MHMark Hughes, brotherFrom Helenin 3 daysComplete
  • QuestionTransport neededcar, taxi or hospital carAssigned to MHMark Hughes, brotherFrom Helenin 4 daysReady to check
  • Health details
  • UploadRepeat prescription listlatest from the pharmacyAssigned to MHMark Hughes, brotherFrom Helenin 4 days2 files sent
  • QuestionQuestions for the doctorwhat to ask at the visitAssigned to MHMark Hughes, brotherFrom Helenin 4 daysComplete
  • QuestionConsultants and specialistsand their hospitalsAssigned to MHMark Hughes, brotherFrom Helenin 6 daysAwaiting reply
  • UploadLatest discharge summaryafter any hospital stayAssigned to MHMark Hughes, brotherFrom Helenin 6 daysReminder sent
  • QuestionFalls or near missessince the last updateAssigned to MHMark Hughes, brotherFrom Helenin 6 daysComplete
  • After each visit
  • FormAppointment notes5 questionsAssigned to MHMark Hughes, brotherFrom Helenin 2 daysReady to check
  • QuestionChanges to medicationname and doseAssigned to MHMark Hughes, brotherFrom Helenin 3 daysReady to check
  • UploadFollow-up letternext stepsAssigned to MHMark Hughes, brotherFrom Helenin 7 daysComplete
The house packfor whoever sorts the house · before any repairs or decisions11 requests11 requests
The house packMargaret Hughes · the house9 of 11 back
  • The paperwork
  • UploadTitle deeds or registerwho holds themAssigned to MHMark Hughes, brotherFrom Helenin 6 daysComplete
  • UploadMortgage or rent statementif there is oneAssigned to MHMark Hughes, brotherFrom Helenin 6 daysComplete
  • UploadBoiler service recordlatest visitAssigned to MHMark Hughes, brotherFrom Helenin 8 days1 file sent
  • UploadGas safety certificateif rented or sharedAssigned to MHMark Hughes, brotherFrom Helenin 8 days2 files sent
  • Repairs and adaptations
  • TableRepairs neededroom, job, how urgentAssigned to MHMark Hughes, brotherFrom Helenin 7 daysComplete
  • UploadRepair quotesat least twoAssigned to MHMark Hughes, brotherFrom Helenin 12 daysAwaiting reply
  • UploadAdaptations quoterails, stairlift, rampAssigned to MHMark Hughes, brotherFrom Helenin 12 daysReminder sent
  • QuestionDisabled Facilities Grantapplied for or notAssigned to MHMark Hughes, brotherFrom Helenin 14 daysComplete
  • Big decisions
  • DecisionWhere Mum will livestay, move or care homeAssigned to MHMark Hughes, brotherFrom Helenin 14 daysReady to check
  • UploadHouse valuationif thinking of sellingAssigned to MHMark Hughes, brotherFrom Helenin 16 days2 files sent
  • ApprovalPlan for the houseread and approveAssigned to MHMark Hughes, brotherFrom Helenin 18 daysComplete

Written for looking after a parent. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Every letter and certificate in one list

Power of attorney copies, benefit letters and care plans arrive in one place, each with the date it came in, so nobody has to ask a sibling for a photo.

One link for each sibling and professional

Brothers, sisters, the solicitor and the care agency each answer from their own link. Nobody needs an account or a password.

Reminders instead of family phone calls

Docsroom chases whoever has not replied until each one is in, so you are not the one ringing round every week.

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