The Compass Series · Companion workbook
The Paperwork Reset
Every eldercare crisis eventually becomes a paperwork scavenger hunt — run at the worst possible time, by the most stressed possible people. This workbook runs the hunt now, on a calm weekend, with your parent as the guide instead of the mystery.
Two sittings. One map. No scavenger hunt.
Where’s the deed? Which drawer has the will? Is there a life-insurance policy? What’s the storage unit’s combination — and which bills pay themselves from which account? Every family answers these questions eventually. The only choice is whether they get answered on a calm Saturday with coffee, or during a crisis with a flashlight. The Paperwork Reset is the calm-Saturday version: a fill-in workbook you complete with your parent — “you point, I write” — recording where things are, never moving or deciding anything.
It also handles the layer most families get dangerously wrong: passwords. The workbook’s rule is absolute — no credentials on paper that travels — and its final section walks the safe patterns instead: password managers with emergency access, the sealed-envelope pattern, provider legacy contacts, and the digital-assets question to bring to the elder-law attorney.
- The master document checklist — identity and vital records, legal documents, property and insurance: exists? where? needs finding?
- The where-things-are workbook — the physical map of the household: the files, the safe, the important drawer, the keys, the people who know things
- The accounts & subscriptions sweep — financial accounts, bills on autopilot, recurring charges, and the digital accounts that matter (no credentials, ever)
- The credentials layer, done safely — the password-manager and sealed-envelope patterns, legacy contacts, and the one question for the attorney
10 pages · 4 worksheets · designed for two 90-minute sittings
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Getting the full Caregiver’s Compass? The Paperwork Reset is available as a one-click add-on at checkout — see the bundle.