Your parent’s finances don’t have to wait for a crisis.
Free guide: the 11 documents every family needs in place before a parent gets sick – and exactly what to do if any are missing.
Sound familiar?
It’s 11pm. You just got off the phone with Mom. Something felt off – a bill she forgot, a form she couldn’t explain. You told yourself you’d sort the paperwork “soon.” But soon keeps moving.
You’re not unprepared because you don’t care. You’re unprepared because no one ever told you what to do, or when, or in what order.
That’s what this is for.
What The Daughter’s Playbook is
A free, calm resource for adult children navigating the financial side of aging parents — before it becomes an emergency.
Not a law firm. Not a financial advisor. A trusted guide that speaks plainly about the things families need to know but nobody ever explains: Medicaid rules, powers of attorney, estate documents, the conversations you’ve been putting off.
Everything here is designed to help you get ahead of the hard moments — not scramble through them.
Start here. It’s free.
The Aging Parent Document Checklist walks you through the 11 documents every family needs in place — where to find each one, and exactly what to do if it’s missing.
Download it free. No pressure, no upsell at the door. Just the information your family needs.
What’s inside the checklist
✓ The 11 documents every aging parent should have — and where to find them
✓ A plain-English explanation of powers of attorney, living wills, and trusts
✓ What to do right now if key documents are missing or out of date
✓ A simple conversation guide for bringing up finances with a resistant parent
Ready to go further?
The Aging Parent Document Checklist tells you what you need. The Family Binder gives you the system to organize it all — one place for every document, account, contact, and decision your family will need when it matters most.
Built for adult children who want to stop reacting and start being prepared.
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This site is for informational purposes only and does not constitute legal, financial, or tax advice. Always consult a qualified professional for your specific situation.