Is your family actually prepared?
Most families aren’t – and they don’t find out until there’s a crisis. The Aging Parent Financial Checklist walks you through the 11 documents every family needs in place, where to find each one, and exactly what to do if anything is missing.
It’s 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✓ What to do right now if key documents are missing or out of date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
Why this checklist exists
Almost every family crisis around an aging parent has the same quiet beginning – nobody could find the paperwork. Not the will. Not the insurance policy. Not the password to the one account that mattered.
This checklist exists so that searching never has to happen to your family.
It takes about 20 minutes. It could save your family months.
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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.