I bought it on Amazon. It's a very nice hardcover book.
It has sections personal info, medical info, important contacts, what do so at the time of passing, dependants, pets, property, financial info, bisoness info, social media info, last messages, etc. It doesn't replace a will or any legal document, but it is handy.
Not specific to the 529, but there's a really good book that might help you/her/the family to come up with the list of things you need to be thinking about. The title is a little morbid, but it's really a helpful book. https://www.amazon.com/Important-Information-Belongings-Business-Affairs/dp/1441317996
Ha! I bought I’m Dead, Now What for my kids. It prompts you on what information is needed and you just fill in the blanks.
Congrats on your dad beating cancer! My dad actually be a rare cancer in Sacramento recently as well. This doesn’t specifically answer your question, but I have a bit of unsolicited advice to ease the process of death/dying. I bought this book for both of my parents. I was worried they would think it was harsh, but once they opened it they really appreciated it. It is a workbook where they can list important things/important wishes that people don’t normally discuss during life. Everything from where should the pets go/who is their vet to what close friends should I call and personally inform of their passing. I get no money from this, I swear https://www.amazon.com/Important-Information-Belongings-Business-Affairs/dp/1441317996
Don't have info on the post, but I bought this book. I am going to fill it out and keep it in my safe, along with my revocable trust documents. The executor of my trust (my niece) will know about it and where to look for it.
I've been looking at this book: I'm Dead, Now What?: Important Information About My Belongings, Business Affairs, and Wishes https://smile.amazon.com/dp/1441317996/
Maybe you can use some of the prompts from the book to help you write out your thoughts. It may be available to download somewhere as well.
Take care.
I recommend this book for somewhere to start: https://smile.amazon.com/gp/product/1441317996/ref=ppx_yo_dt_b_search_asin_title?ie=UTF8&psc=1
"I'm Dead, Now What?' is a death planning book. It's basically a book you fill in anything and everything regarding pertinent information about your affairs for your loved ones to access when you die. Not a will since the way I wrote that sentence conveys it as such but basically something you can jot done stuff like bank accounts, emails/passwords, insurance, etc.
Obviously, a will, executor and trusted family will handle a lot of this without it but it's at least something to start with and going through it will make might make you think of some stuff you never thought of regarding your death and plans or info you'll want to make sure is available to them somewhere.
PSA: if you don’t use an estate lawyer for a will (that will give you something similar to the book in step 3 below) and an executor of your estate, then:
Besides having a will, the "I'm Dead, Now What?" book is excellent and you could put your wishes for the Internet Archive in there. We use a password manager and I have notes about it in the safety deposit box at the bank so that family can pull anything and everything if they so choose.
He needs a diagnosis.
See if he can get off pot. Theres some folks who like to tout cannabis but theres a mixed bag of a lot of anecdotal evidence. Plus, you don't want it messing up or complicating his diagnosis, especially if it can affect what kind of benefits he can get.
You should get medical and legal power of attorney, or at least talk about when this will happen. You guys should have some talks to find out about any accounts he may have that you might need access to. Maybe he doesn't have much but its good to check. Bank, insurance, investments, emails, anything with a password or account number. Also his preferences for end of life. Basically you need to do his end of life planning now. I know its upsetting, but itll be worse if you wait, and with dementia "too late" comes up slow and sneaky. Theres guidance online, or you can check out books on amazon. https://www.nia.nih.gov/health/understanding-healthcare-decisions-end-life https://www.amazon.com/Important-Information-Belongings-Business-Affairs/dp/1441317996
Local universities with law schools sometimes have free downloadable guides published online. If they have a department for "Elderlaw" you could check them out. Heres an example, but getting something like this from your dads state would be better: https://www.hawaii.edu/uhelp/handbook.htm
If your dad is a vet, you could see if VA office can help him with money or services. https://www.va.gov/GERIATRICS/pages/Alzheimers_And_Dementia_Care.asp
States and counties have "offices of aging" or "eldercare," or "elder affairs." You should look them up for where your dad is. Some may offer grants to help pay for things like day care. Some have programs like others mentioned that will pay you as a caregiver. Some may have years long waitlists, so you should find out about your options asap, and not wait till later. They may also have downloadable or printed materials that list paid and free services in the area.. Maybe theres a nonprofit volunteer group that can help you keep an eye on him. The quality of these govt programs can vary widely depending where you live. Within some of these offices they may also have a branch specifically for dementia. You should look that up too. Heres some california examples https://www.aging.ca.gov/ https://www.officeonaging.ocgov.com/
You should look up if there is an Alzheimer's association or equivalent in his area. They might have information, like govt offices, to share with you. They have free educational classes and support groups..Maybe you can find out if getting an eldercare financial planner is appropriate (maybe its not). If you can find a support group in his area they may have some "unofficial" tips or recommendations based on experience that can specifically apply to his state or county, based on their experience. Maybe you can get suggestions for who to work with or who to avoid from people in your situation. Since theres covid stuff, right now they have some support meetings online, so maybe you can check some out without driving if you live far. https://alz.org/
It might be too late, or financially inaccessible, but there is a thing called long term care insurance. Something like this might have been good for helping your dads care.
I dont know too much about this but I understand people with Alzheimer's often spend themselves down into poverty before they can access health care benefits (i think medicaid but maybe other types too). If your dad is really broke then its not an issue, but if hes got some money he might consider shuffling money off early to kids or future beneficiaries sooner than later. If it turns out this is something he wants to do, sooner might be better than later, because some programs look back at how recently you were "poor enough" to qualify. Like if he too much money 12 years before applying, some programs wont help. Something like that.
A lot of this doesn't seem like its directly financial advice, but the costs in this kind of situation will come from legal and medical expenses.
You could try posting to r/Alzheimers for advice too. I think naming you state might help.
I bought this I'm Dead, Now What?: Important Information about My Belongings, Business Affairs, and Wishes https://www.amazon.ca/dp/1441317996/ref=cm_sw_r_awdo_navT_a_CGQY8KPDGQBA9VCVBZEF
I bought my mom the book "I'm Dead, Now What?: Important Information About My Belongings, Business Affairs, and Wishes" and she loves it. We are a morbid bunch.
You may also want to check out "Get It Together: Organize Your Records So Your Family Won't Have To "
Send her a copy of this book.
I like sending anti-vaxxers a link to this book.
I like to send them a link to this book.
A few weeks ago, I got I'm Dead, Now What?, a book in which you record personal information that will be helpful to your family (funeral preferences, people to notify, accounts to close, necessary logins, etc.).
I liked it so much that I'm now waiting on its companion: My Family Estate Legal Document Kit, which says it includes instructions and worksheets to help you prepare your Will, Health Care Directive, and Power of Attorney. (Before taking them to an attorney for legal filing, I assume.)
My solution on the diary front has been to scan and shred. The scans are saved in a Dropbox account (that I can log into manually but isn't automatically replicated on my computer) set up to automatically bill my PayPal account. When my bank account gets closed, the PayPal account stops working, and the Dropbox account will eventually disappear.