10/27/2026
Helping aging parents plan ahead can feel like a conversation nobody quite knows how to start.
Try this: “I want to understand what matters to you so I can support your wishes.”
You don’t have to tackle everything at once. Work through this checklist together, at their pace:
• Review their durable power of attorney for financial matters.
• Check their medical power of attorney and advance directive.
• Ask about a HIPAA authorization for sharing medical information.
• Review their will and confirm where the original is kept.
• Create a simple list of accounts, insurance policies, and key contacts.
Let their wishes guide the conversation. An estate planning attorney can help with document choices and updates. When documents are ready for notarization, we can come to them.
Save this checklist for a calm moment together.
Call or text: (972) 433-7966
www.theprospernotary.com