The Parent Financial Scavenger Hunt Cheklist!

Mom (or Dad) handled everything. Now you have to find it all.

Your parent paid every bill, tracked every account, and kept it all in their head. Now there’s a stack of unopened mail, no idea what’s on autopay, and a hospital asking who’s responsible for what.

This checklist gives you a step-by-step plan for finding every account, bill, policy, and document. You don’t need a finance background, and you don’t need to know where to start.

What’s inside:

• Step 1, Stop the Bleeding: what to do today, from collecting every piece of mail to setting up online access to accounts

• Step 2, The Autopay Map: how to find every recurring bill, including the ones that never send paper

• Step 3, Follow the Money: where to look for Social Security, pensions, annuities, investments, VA benefits, and income you might not know exists

• Step 4, The Filing Cabinet Search: the documents to hunt for, from tax returns to deeds to DD-214s

• Step 5, What You Can (and Can’t) Do Without Power of Attorney

• Fill-in lines on every item plus a Master Account & Document Tracker worksheet, so everything you find lands in one place

Two bonus tricks that surface accounts you didn’t know about, including the free credit report method.

Who it’s for: Adult children stepping into a parent’s finances after a hospital stay, a diagnosis, or a sudden move, especially if you’re doing it from a distance.

Format: Instant digital download. 7 pages, with a printable PDF and an editable Word version.

Not legal or financial advice.