This started as a spreadsheet on my kitchen table.
My parent’s finances were a mystery. I didn’t know what accounts existed, where the documents were, or who to call if something happened. I knew we needed to figure it out. I just didn’t know where to start.
So I started making a list. Then the list became a checklist. Then the checklist became a binder. And somewhere in that process I realized – this isn’t just my family’s problem.
What The Daughter’s Playbook is
A resource for adult children navigating the financial and legal side of aging parents – without the jargon, the guilt, or the pressure to have it all figured out at once.
Everything here is designed to help you get ahead of the hard moments, not scramble through them. The free checklist tells you what your family needs. The binder gives you the system to organize it all.
This isn’t legal advice. It’s one daughter’s attempt to make sure other families don’t have to start from zero when it matters most.
A note on who this is for
You don’t have to be in crisis to be here. Most people who find this resource are somewhere in the middle – their parents are aging, things feel vague and unfinished, and there’s a quiet worry in the back of their mind that they should probably deal with this.
That’s exactly the right time. Before the urgency. While there’s still calm to work with.
You’re in the right place.
© 2026 The Daughter’s Playbook. All rights reserved.
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.