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The Caregiving Guides · Guide 03 of 11
The Caregiver's Guide to Digital Assets, Passwords & Family Money
The accounts and logins no one else can find — organized.
$17 · fillable + printable PDF
- A “how much do you currently know?” starting worksheet
- The Digital Asset Inventory
- Digital directories for financial, medical, and bills/utilities accounts
✓ Instant download · ✓ Secure checkout · ✓ Lifetime access — keep it and update it forever
Look inside this guide
These are real pages from the guide. Click or tap any page to read it full size — use the big arrows to turn pages.
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What's inside
Bank statements, bills, medical portals, and family photos all live behind passwords now — and when a parent can't access them, families get stuck fast. This organizer walks you through what digital information to gather, the questions to ask before accessing any account, and how to build a safe, structured directory of accounts, subscriptions, and access details. Practical, private, and designed to prevent the “we can't get in” emergency.
- A “how much do you currently know?” starting worksheet
- The Digital Asset Inventory
- Digital directories for financial, medical, and bills/utilities accounts
- A subscriptions and recurring-payments tracker
- Social media, email, and communication-account organizer
- Questions to ask before accessing any account
- Guidance on storing it all securely
Who it's for: Families organizing a parent's (or their own) online accounts, bills, and digital life so nothing is locked away when it's needed most.
Format: Fillable + printable PDF workbook · US Letter (8.5×11) · Type on screen or print at home
Get organized before you need to be.
The Caregiver's Guide to Digital Assets, Passwords & Family Money · $17
Get this guide — $17✓ Instant download · ✓ Secure checkout · ✓ Lifetime access — keep it and update it forever
Good to know
How do I get the guide after I buy?
It's an instant digital download. After secure checkout you receive the PDF right away — keep it, update it, and print it for as long as you need.
Can I type my answers, or do I print it?
Both. Every guide is a fillable PDF — type your answers on screen, or print it at home (US Letter, 8.5×11) and write by hand.
Is this legal, medical, or financial advice?
No. The Caregiving Guides are educational and organizational tools that prepare you for conversations with qualified professionals — they are not a substitute for an attorney, physician, or licensed advisor.
I built these guides while helping my own aging parents and in-laws — juggling appointment after appointment, wishing I had one organized place for it all. Every guide comes from that experience. If you're not sure which one fits your situation, email me and I'll point you to the right one.
— Mark Stiles, Founder, The Boomer Guide & Caregiving Guides · support@theboomerguide.com