Free printable
Aging Parent Information Sheet
By Jason Su · Updated October 14, 2026
When an adult child steps in to help a parent, the first questions are rarely about money. They are about the everyday facts: which doctor, which medication, which insurance card, and where the spare key lives. This sheet collects those details in one place, so the person helping can act without a phone call to someone who is asleep.
Where each paper lives is a separate question. That is the job of the Parent Document Location Map. This sheet is the other half: what to know, written down so it does not live only in your parent’s memory.
The sheet
People to call first
| Who | Name | Phone | Notes |
|---|---|---|---|
| Primary doctor | |||
| Specialists | |||
| Pharmacy | |||
| Neighbor or friend with a key |
Medications
| Medication | Dose | When taken | Pharmacy and refill |
|---|---|---|---|
Insurance
| Type | Company | Policy or ID number | Where the card is |
|---|---|---|---|
| Health | |||
| Prescription drug | |||
| Dental or vision |
Keys, entry, and the home
| Item | Where it is | Who else has one |
|---|---|---|
| House key | ||
| Garage or gate code | ||
| Alarm or entry code |
Emergency contacts
| Person | Relationship | Phone | What they know |
|---|---|---|---|
How to use it
- Start with the people-to-call list. A doctor’s name and a pharmacy are the first things asked for in an emergency, and the last things anyone wants to hunt for.
- Copy the medications from the bottles, not from memory. Dose and timing matter more than the brand name when someone else has to manage them.
- Fill the insurance section from the cards themselves. The policy number on the card is the one that matters.
- Note the keys and codes plainly. “Spare key in the blue pot by the back door” is more useful than a label only the family understands.
- Tell one person where this sheet lives. A sheet nobody can find does not help in the middle of the night. Keep it where your trusted contact can reach it, and pair it with the Medical Information Sheet for the broader health picture.
Frequently asked
Is this the same as a medical information sheet?
No. That sheet covers diagnoses, allergies, and care wishes in more depth. This one is the quick-reference version an adult child reaches for first — the names and numbers, not the full history.
Should I list bank accounts here?
No. This page is meant to be handed to a caregiver or a neighbor, so leave finances off it. Accounts belong in the Bank Account Inventory, which stays in a more private place.
How often should I update it?
Whenever something changes — a new doctor, a new medication, a moved spare key. A once-a-year pass, at the same time you do your other reviews, catches the rest. See how to review your plan once a year.
Next step
Fill in the people-to-call list and the medications tonight, while your parent is there to answer. Those two sections are the ones that matter first.
This is a record sheet, not medical or legal advice. What an adult child may access, and who may make medical decisions, differs by state and by document — confirm the details with the providers and a licensed professional.