Digital Life & Security
Scam Protection for Older Family Members Checklist
Free
16 itemsQuiet steps that protect without taking away independence. This free scam protection for older family members checklist gives you a 16-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.
Lead with respect. Most scams target trust, not intelligence.
What's on the list
- Have a calm, non-judgemental conversation
- Share recent common scam examples
- Agree on a rule — pause and call family first
- Add caller ID and spam blocking to phones
- Register with the do-not-call list
- Set up email spam filters
- Turn on bank fraud alerts
- Set up text alerts for transactions
- Lower daily withdrawal and transfer limits
- Add a trusted contact to bank accounts
- Remove stored card details from browsers
- Talk through what to do if a scam call happens
- Practise hanging up without guilt
- Add a safe-word for verifying family calls
- Check credit reports once a year together
- Keep doors firmly closed to doorstep callers
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