$0 The Caregiver's Legal and Financial Binder — Quick-Start Checklist

Caregiver Contact List Template: The One-Page Directory That Saves Time in a Crisis

The Page That Should Be on Every Refrigerator

When a home care aide calls because your parent fell, they don't need your parent's medication list (yet). They don't need the power of attorney (yet). They need to know who to call — in what order — and they need that answer in five seconds, not five minutes.

The most valuable single page in any caregiver binder is a one-page contact directory that any person in the home — a visiting nurse, a neighbor, a sibling from out of town, a new aide on their first shift — can scan and act on immediately.

Here's what belongs on it and how to organize it so it's actually usable under stress.

Section 1: Emergency First Contacts

These are the people to call when something goes wrong right now. Keep this section at the very top, in the largest font.

Role Name Phone Notes
Primary caregiver [You] [cell] Available [hours/timezone]
Backup caregiver [Local person] [cell] Has a house key
Emergency services 911 Give address: [parent's full address]

Why the address is listed explicitly: In a medical emergency, the person calling 911 may not be someone who lives there — it might be a visiting friend, a handyman, or a disoriented home care aide on their first week. Stress makes people forget addresses they should know. Write it out.

Section 2: Medical Providers

Role Name Phone Location Notes
Primary care physician Next appt: [date]
Cardiologist
Neurologist
[Other specialist]
Pharmacy Rx pickup hours
Preferred hospital ER entrance location
Home health agency Current aide: [name]
Physical therapist Schedule: [days]

List only active providers — not every specialist your parent has ever seen. If the list grows beyond five or six doctors, that's a sign the medical team may need better coordination, but for the contact sheet, current providers only.

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Section 3: Legal and Financial Contacts

Role Name Phone Notes
Elder law attorney Firm: [name]
Financial advisor
Insurance agent Policy numbers on separate sheet
Accountant / tax preparer

Section 4: Support and Community

Role Name Phone Notes
Neighbor with key Knows location of spare key
Spiritual care (pastor, rabbi, etc.)
Local Area Agency on Aging [County name]
Poison Control 1-800-222-1222 National hotline
Alzheimer's Assoc. 24/7 Helpline 1-800-272-3900 If applicable

Section 5: Family

Name Relationship Phone Email Location

Include every family member who is involved in care decisions or should be notified during a crisis — even if they're not actively helping with day-to-day care. Leave off family members who are estranged or who the parent has explicitly excluded from medical decisions.

Formatting Rules That Matter

  • One page, front only. If it spills to a second page, cut the least critical entries. The entire point is that someone can find any contact without flipping anything.
  • 14-point font minimum. The person reading this may have poor eyesight or may be reading in a dimly lit room during a nighttime emergency.
  • Put it in a clear plastic sleeve at the very front of the binder. Don't make someone flip through tabs to find it.
  • Post a duplicate on the refrigerator or keep it with the emergency binder. A visible, known location can help responders and caregivers find the information quickly.
  • Date the page at the bottom. A contact list last updated 18 months ago is a liability, not an asset. If you see an old date, you know to verify before calling.

Keeping It Current

Update the contact list when:

  • A provider changes or is added
  • A family member's phone number changes
  • A home care aide or agency changes
  • You move or change your own contact information
  • After any hospitalization (new specialists are often added during inpatient stays)

The Caregiver's Legal and Financial Binder includes a printable contact directory template designed for exactly this format — one page, clear sections, large font — plus a care team coordination log for tracking ongoing communications with each provider.

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