Caregiver Binder & Elder Care Planner for Aging Parents

This caregiver binder is an organizer for an aging parent's contacts, appointments, costs and documents.

This planner keeps records. It isn't medical, legal or financial advice. For questions about medicines, doses or care, talk to your parent's doctor or pharmacist. In an emergency, call 911.

Who it's for: Adult children, siblings and other family caregivers organizing help for an aging parent, with the parent's permission.

The problem it solves: This caregiver binder keeps the records in one place: who's on the care team and whether each provider's authorization form is on file, which appointments are coming up or still need notes, a medication list copied exactly from the label with refill dates, who's doing which task, and what was spent and by whom. The cost split uses the percentages your family agrees on.

What's inside

• Caregiver Binder Workbook (EXAMPLE + BLANK, .xlsx)
• Caregiver Binder Playbook (PDF)
• Care Team Contact Sheet and Medication List copied from the label (DOCX + PDF)
• Appointment Notes and Family Update Message Templates (DOCX + PDF)
• Permission & Records Checklist (DOCX + PDF)
• AI Prompt Pack: 25 prompts (PDF + TXT)
• Start Here guide and license

How it works

1. Talk with your parent first about what you'll record and who will see it.
2. Add the care team and note which providers' authorization forms are on file.
3. Enter appointments, and copy each medication label exactly onto the Medication List.
4. Assign tasks and log costs with who paid.
5. Enter your family's agreed shares on Cost Split and check the Dashboard weekly.

Good to know

• Every name, number and medicine in the EXAMPLE file is a made-up placeholder.
• This planner keeps records. It isn't medical, legal or financial advice. For questions about medicines, doses or care, talk to your parent's doctor or pharmacist. In an emergency, call 911.
• Get your parent's permission before recording or sharing their information.
• Messaging note: send updates only to family members who want them, stop when anyone asks, and share only what your parent has agreed to share. Group messages can be forwarded, so keep personal details brief.
• To get information from a doctor's office or other provider, ask the provider for their authorization form.
• Copy each line exactly as it appears on the label. This list doesn't calculate or remind about doses; questions about any medicine go to the doctor or pharmacist.
• The cost split uses the percentages your family agrees on; the workbook doesn't decide who should pay what. For questions about benefits or paying for care, ask an elder law attorney or benefits counselor.
• Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending)
• ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them.

Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.

License: one household; no resale, redistribution or sharing.

Cover images are illustrations created with AI. The people shown are fictional, not customers.