A one-page monthly check for spotting money problems early, without taking over your parent’s finances.
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1 page, ready to print on standard letter paper.
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What’s on it
- Bills and mail
- Accounts: last month’s balance, this month’s, and anything unusual
- People and calls
- Protections in place
- Who to call if something’s wrong
How to use it
Do it with your parent, once a month.
If you suspect fraud against an older adult, the National Elder Fraud Hotline is 1-833-372-8311. If someone is in immediate danger, call 911.
Where it comes from
This tool comes from Chapter 16, “Protecting Their Money,” of When Mom or Dad Can No Longer Manage Alone by Mark Duda. The chapter covers how to protect a parent’s money.
All 18 tools from the book are on the printable tools page.
The tools may be printed and copied for personal use within your own family. They are not medical, legal or financial advice.
Read the full guide
This check works best alongside how to protect a parent’s money from scams and exploitation. It covers the warning signs, who to call if money is gone, and the tools that help without taking over.