We will never ask for your recovery phrase, keys or passwords. Nobody legitimate will.
Evergreen Study

Printable checklist · 9 points

Evergreen Study · evergreenstudy.com/checklists/helping-a-family-member/ · Reviewed 20 October 2026 · Printed

Helping a family member

Fill this in together, then keep it by the phone.

Or press Ctrl+P (Cmd+P on a Mac). The printout leaves out menus and adds the site name, address and date.

  1. We agreed: nobody in the family shares codes, passwords or recovery phrases, ever.
  2. We agreed: calls about money are ended and checked on a number we already have.
  3. We chose a family code word for emergencies: ______________
  4. Trusted people to call before any unexpected payment: ______________
  5. Bookmarks for the bank and other important sites are saved on their devices.
  6. Automatic updates and two-factor authentication on e-mail are switched on, with their agreement.
  7. Their bank's official phone number is written here: ______________
  8. We have talked about romance scams, fake support calls and "safe account" requests.
  9. We agreed that if something goes wrong, there will be help, not blame.

Warning signs: a new online friend nobody has met, secrecy about money, sudden interest in crypto, unfamiliar apps.

We will never ask for your recovery phrase, keys or passwords. General safety education, not financial advice. Free to print and share for non-commercial use.

The guide behind this checklist

Talking to older relatives about scams — Older relatives are targeted because they may have savings, trust phone calls and live alone, not because they are less capable.

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