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    You are here: Home / Home Organization / Downsizing / Tips To Help Your Parents With Online Accounts

    Tips To Help Your Parents With Online Accounts

    Aug 14, 2016 by Sabrina Quairoli This blog uses cookies, see this page for more details. Find our privacy policy here. This blog earns income from sponsored content. This blog earns income from ads. As an Amazon Associate, I earn from qualifying purchases.

    Tips to How to help your parents with online accounts

    Online accounts can help your parent make their life easier.  From depositing checks online to communicating with family members, these accounts can give them a better quality of life.  But, if your parent is on the internet, there are some areas you should review with them to protect them.  This may be a touchy area so tread lightly with them.  Make sure they understand that giving you this information or creating this list of accounts isn't because you don't trust them. It's because you want to help them and be their backup if they can't do a task for themselves.

    Tips To Help Your Parents With Online Accounts

    Create a general list of usernames/passwords:

    Creating a collection of general usernames, passwords, and websites that are frequently used by your parents will help you keep them organized. And, if something happens to them, you will have access to all this information easily and with little stress.  This general list would include log in information for social media, news accounts, email accounts, etc..  Here is a free printable to start collecting this information:

    log in information checklist

    If your parent has a large list of login information because they own a business, here is a free post I wrote about on Ways to Breakdown Long Log In Information Lists. 

    Create an Important Online Accounts list:

    Now that you have the general list, it's time to work on the important online accounts list.  Creating a separate important online account list will probably be the most valuable information you will ever need. This list will be the list your executor or person managing your parent's estate will use.  Here are the account types that should be included.

    • All bank accounts (debit cards) - this includes any account that has their regularly used money or savings.
    • Bills to Pay accounts - this would include bills that are electronically paid through the bank or that your parent would log in to schedule a payment. If your parents do auto-donations to their church, you would include that in this section too.
    • Investment accounts (social security, retirement, and IRAs) - this includes any accounts that contain investments for their retirement or general investment.
    • Debt accounts (car loan, mortgage, a line of credit) - this includes any account they may use to schedule monthly payments online.
    • Credit card accounts (revolving credit, credit card, personal and joint credit cards) - this includes accounts to track debt for each account is important also.
    • Business accounts (corporation paperwork) - this includes any legal paperwork involving their small business.
    • Hospital and doctor offices accounts - many doctor's offices offer online accounts so you can access your results.
    • Insurance log in accounts - these accounts include life, short-term disability, long-term disability, home insurance, renter insurance, auto insurance, business liability insurance, worker's comp insurance, medical insurance, and dental insurance and any other insurance they may have.

    Print out a copy and keep these lists in a secure place.  A safety deposit box or fireproof safe works nicely.  Remind your parents to update the file regularly.  I recommend creating a file with a master password so no one can open the file when your parent isn't around. Make sure they give you a copy of the password lists every 6 months or so depending on how often they use the internet.

    Make Your Parent Computer Safer:

    Finally, make sure your parents have a good and reliable antivirus/antimalware software installed on their system. Set up the application so it automatically updates the virus list and any other update needed. By doing it this way, your parents will not need to update it on their own and hopefully, will keep their computer free from viruses.

    Gathering all this information may be daunting for you and your parents but I assure you it will be so helpful in the long run. I had to create this list when my parents passed because back then, this type of list didn't exist. It took my brother and I several hours to figure it out. I hope this help you and your parents.

    Now it's your turn. Do you have any further tips you want to share about online accounts? Please leave a comment below.  I would love to hear from you.


    Please note these are affiliate links through Amazon, and at no additional cost to you, I will earn affiliate fees if you decide to make a purchase.

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    About Sabrina Quairoli

    I love sharing my passion for organizing life and the home. I hope you get inspired when visiting my home organizing tips, quick weeknight recipes, party planning ideas, and DIY organizing projects.

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    Reader Interactions

    Comments

    1. Hazel Thornton

      September 05, 2016 at 11:14 am

      I helped my Dad sign up for LastPass, which I also use. I'll admit, though, it wasn't a slam dunk. For one thing, he's a Mac and I'm a PC, so it was different, and harder for me to help him than I thought it would be. And he hasn't followed through with adding all his accounts. I may have to resort to a paper list for him.

    2. Rosary

      August 21, 2016 at 10:24 am

      very good advice; I've lost track of the number of times my mum asked me what her e-mail password is! Thanks for sharing these tips.

    3. Jamie Steele

      August 20, 2016 at 3:42 pm

      A great set of tips everyone! I use a password manager as my master list. I should probably let me husband in on the master password. My parents are computer programmers so they have stayed up to date on the technology front. I will definitely check in with them to make sure that we are all prepared for the unforeseeable.

    4. Doreen Pendgracs

      August 16, 2016 at 4:22 pm

      What a superb idea, Sabrina! Your chart with info about passwords and security questions is terrific for those with memory issues. My husband doesn't use the computer at all, and even my brother (who is considerably younger) is highly intimated and frustrated by technology, so your tips would be of most benefit to him.

    5. Sushmita

      August 16, 2016 at 4:01 pm

      I guess i need to apply first few of your suggestions for myself. Regarding my parents they are more fan of offline stuff than online.

    6. William Rusho

      August 16, 2016 at 11:46 am

      These series of posts in helping your parents were helpful, and this last one is vital. It is hard, even for me, to remember important websites and passwords. Keeping a track of your parents can be very helpful, if not inessential. Thanks for sharing these with us.

    7. Catarina

      August 16, 2016 at 4:45 am

      Great suggestions, Sabrina. Can't help thinking that my late father who passed away 36 years ago would have been baffled if he was suddenly alive and confronted with the internet. In his days telex was all there was. Not even faxes. If he had been alive he would definitely have mastered the internet. Mummy would have been more difficult though and when it comes to her what you advocate would probably work.

    8. Phoenicia

      August 15, 2016 at 8:21 pm

      This spreadsheet would be beneficial for the old and young. Great suggestion of storing passwords in a safety deposit box, especially when they provide access to money.

      Online banking is absolutely amazing. Cannot quite believe there was a stage I was satisfied with walking to the bank to check my balance. I remember printing mini balances which only gave me the last four transactions!

    9. Erica

      August 15, 2016 at 6:52 pm

      I know a lot of people recommend that site 1password to store all their passwords. It is supposedly pretty good.

      As I was reading your list, I realized that I don't have most of this information for my husband. We are pretty socially and economically independent online. So this would be something great for us to do...just in case.

    10. Ken Dowell

      August 15, 2016 at 5:48 pm

      One of the biggest problems for older people are the various scams that are run online. It's not just the ludicrous ones like the email from Nigeria saying some royal family just left you a million dollars, but there are increasingly more sophisticated phishing schemes. These includes various pop-ups that are supposed to look like warnings from Microsoft or your virus provider and emails about your bank account or email account that to the unsophisticated user seem to be coming from your provider. One thing I always check is the return address which will make it clear if it is not really coming from your bank or from Google or Yahoo, for example.

      • Sabrina

        August 15, 2016 at 6:33 pm

        Thanks for stopping by and sharing, Ken.

    11. Janet Barclay

      August 15, 2016 at 1:01 pm

      My dad has all his account information in a safe place to which I have access.

    12. Linda Samuels

      August 15, 2016 at 9:31 am

      I totally identify with this, Sabrina. I've been helping my parents for years...first with just a few things, and now that my Dad is gone and my Mom isn't able to handle the finances, I take care of everything. But along the way, I helped them to organize their papers, and then eventually develop the types of lists you've suggested...along with getting certain permissions in place, like POA.

      Doing this while your parents are still able to participate is the best case scenario. That way if you do need to step in (as the adult child), it will be much less stressful.

      • Sabrina

        August 15, 2016 at 11:19 am

        I agree, Linda. It's great that your parent is open to you helping them. Some parents are not and it can be an issue when they pass and the child doesn't know anything. Thanks for stopping by and commenting.

    13. Seana Turner

      August 15, 2016 at 9:23 am

      I feel for the older generation - so much technological change so quickly. My Dad just doesn't use a computer (although he has a phone and will text.) Great to help parents keep track of all of this!

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