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When Roles Reverse: A Workbook for Adult Children Suddenly Managing a Parent's Affairs

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Sometimes the shift from adult child to caregiver happens suddenly, after a health event, rather than gradually over years, leaving little time to learn where accounts are or who has legal authority to decide anything.


This workbook includes an immediate responsibilities checklist, a parent's accounts and advisors directory, a decision authority clarification sheet, a sibling and family communication log, and an emotional adjustment reflection.


This role can arrive with very little warning. Getting organized quickly, even imperfectly, tends to matter more than getting everything right from day one.


This is an instant PDF download you can read on any device or print at home for easy reference, easy to print and keep on hand during hospital visits.


Part of the Hard Things Made Simple: Caregiving & Eldercare series.

You will get a PDF (356KB) file