Checklists you can hold in your hand
Every printable is free, one page, and designed to be used — on the fridge, in the car, at the attorney's office. No signup required for downloads marked "instant."
The Signing-Day Checklist
All seven documents to get signed in one notary trip, with plain-English notes on each — plus what to bring. Companion to our taking-over-finances guide.
Download free PDF — instantThe Bank Day Checklist
The exact documents to bring, both scripts, and what to do if they say no — on one page. Companion to our bank guide.
The Fireproof Box Checklist
The 22 documents to locate before a crisis — organized by category, so you know exactly where to look. Companion to our fireproof box guide.
Who to Notify: Printable Timeline
Every call from our master checklist on one page, organized by week — hand a section to each sibling.
The Care Cost Comparison Worksheet
Compare quotes from up to three communities or agencies side by side, plus a payment-source summary and questions to ask on every tour. Companion to our assisted living & nursing home cost guide.
The Hospital Grab-and-Go Folder Checklist
What to grab on the way to the ER, plus the questions to ask before discharge — on one page. Companion to our first-72-hours guide.
The Digital Accounts & Legacy Setup Checklist
Set up phone, email, password manager, and legacy contact access while your parent still can — most of it can't be added after a lockout. Companion to our digital access guide.
Money Conversation Scripts
Five word-for-word scripts for opening the topic, introducing a POA, and handling a defensive reaction — so signing day goes smoother. Companion to our money conversation guide.
The Subscription Cancellation Tracker
Work through easy, medium, and hard cancellations in order, with a call log and a script for the ones that refuse. Companion to our subscription cancellation guide.
The Scam Response Action Plan
Seven steps in order, a bank fraud phone script, and a call log — what to do the moment you find out, so nothing gets missed under pressure. Companion to our scam response guide.
POA vs. Guardianship: Which Do You Need?
Five questions to work through, plus a side-by-side comparison of cost, timeline, and court oversight. Companion to our POA vs. guardianship guide.
The New Caregiver's First 30 Days Checklist
A week-by-week roadmap — information-gathering, the first conversation, assessing real needs, and legal groundwork, spread across a month. Companion to our first-30-days guide.
The ADL / IADL Quick Assessment
The 14-task framework doctors use to assess independence — track what's still fine and what's starting to slip. Companion to our signs your parent needs help guide.
The Family Meeting Agenda
Ground rules, discussion prompts, and a decisions log — one page, ready before your next family call. Companion to our sibling disagreements guide.