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Everything in the library

Guides, checklists, scripts and templates.

Filters

61 results

Grouped by where you are. Guides before the tools inside them, coming soon last.

Plan ahead

16 results
  • How to start an end-of-life conversation

    A calm, practical way to begin talking about wishes without demanding every answer at once.

    Includes a checklist: Conversation starter checklist

    Start the conversation

  • Checklist

    Conversation starter checklist

    Prepare for a useful first conversation without trying to solve everything in one sitting.

    From the guide “How to start an end-of-life conversation”

  • Script

    Asking a parent about their wishes

    Words for a first conversation about care wishes, and what to say if it doesn’t go the way you hoped.

  • Coming soon

    When your parent doesn’t want to talk about it

    What to do when the first try goes badly, and how to come back to it.

    Includes a script: Coming back to it later

    Start the conversation

  • Coming soon

    Getting your siblings on the same page

    Agree on who does what before a crisis decides it for you.

    Includes a template: Family meeting agenda

    Start the conversation

  • Coming soon

    Find the documents before anyone needs them

    Which papers matter, where they usually hide, and how to note where they are.

    Includes a checklist: Documents to gather before a crisis

    Documents, accounts & passwords

  • Coming soon

    Keeping track of accounts without sharing passwords

    A safe way to list what exists without putting passwords in a shared file.

    Includes a template: Account inventory

    Documents, accounts & passwords

  • Coming soon

    Advance directives and healthcare proxies, in plain words

    What each form does, who signs it, and where copies should go.

    Includes a checklist: Advance directive checklist

    Wishes & advance directives

  • Coming soon

    Talking through care wishes: what to ask

    Questions that get past “I don’t want to be a burden.”

    Includes a script: What matters most to you?

    Wishes & advance directives

  • Coming soon

    Wills, trusts and powers of attorney, explained

    What each one does, and which families usually need which.

    Includes a checklist: Legal documents your parent may need

    Legal & financial planning

  • Coming soon

    What an estate plan costs, and how to hire the lawyer

    Flat fees, hourly rates, and the questions to ask on the first call.

    Includes a checklist: Questions to ask an estate planning attorney

    Legal & financial planning

  • Coming soon

    Paying for long-term care

    What Medicare, Medicaid and insurance do and do not cover.

    Includes a checklist: Coverage to confirm

    Legal & financial planning

  • Coming soon

    Burial, cremation and other choices, before anyone has to decide

    Learn the options now, calmly, instead of from a salesperson later.

    Includes a template: Funeral wishes record

    Funeral & disposition preferences

  • Coming soon

    Should you prepay for a funeral?

    When preneed plans help, when they don’t, and what to read before signing.

    Includes a checklist: Before you sign a preneed contract

    Funeral & disposition preferences

  • Coming soon

    What happens to phones, photos and accounts

    The settings to change now so the family can get in later.

    Includes a checklist: Digital legacy settings

    Digital legacy & life stories

  • Coming soon

    Recording your parent’s stories while you can

    Simple ways to capture their voice, with questions to start.

    Includes a script: Questions for a life story interview

    Digital legacy & life stories

Caregiving

14 results
  • Coming soon

    Home care, home health, assisted living: which fits?

    The kinds of care, side by side, and the signs that point to each.

    Includes a checklist: Needs assessment

    Understanding care options

  • Coming soon

    What care costs, and who pays

    Typical costs by type of care, and which ones insurance covers.

    Includes a template: Monthly care budget

    Understanding care options

  • Coming soon

    Choosing a home care agency

    Compare terms and staffing, and spot the upsell before it happens.

    Includes a checklist: Questions to ask a home care agency

    Understanding care options

  • Coming soon

    Making the house safe

    The changes that prevent most falls, room by room.

    Includes a checklist: Room-by-room safety check

    Caring for someone at home

  • Coming soon

    When a parent should stop driving

    How to raise it together, without taking their independence away.

    Includes a script: The driving conversation

    Caring for someone at home

  • Coming soon

    Keeping medications straight

    One list everyone uses, and the reminders that actually help.

    Includes a template: Medication list

    Medications & symptom tracking

  • Coming soon

    What to tell the care team, and how

    Notes that make a ten-minute appointment count.

    Includes a template: Symptom log

    Medications & symptom tracking

  • Coming soon

    Dividing the work between siblings

    Split care by what each person can really give, including from far away.

    Includes a template: Who’s doing what

    Family coordination & respite

  • Coming soon

    Respite: getting a real break

    Kinds of short-term help, and how to hand over for a day or a week.

    Includes a checklist: Handoff notes for a stand-in

    Family coordination & respite

  • Coming soon

    Hospice or palliative care? What’s the difference

    Who each one is for, what it covers, and when to ask about it.

    Hospice & palliative care

  • Coming soon

    How to choose a hospice

    They are not all the same. What to compare, and what to ask.

    Includes a checklist: Questions to ask a hospice

    Hospice & palliative care

  • Coming soon

    Talking with a parent about hospice

    Raise it gently, and keep them in charge of the decision.

    Includes a script: Raising hospice gently

    Hospice & palliative care

  • Coming soon

    What the last days can look like

    Common changes, what they mean, and who to call.

    Includes a checklist: Things to have ready

    Preparing for the final days

  • Coming soon

    Saying what you want to say

    Words for the bedside, for you and for the rest of the family.

    Includes a script: Words at the bedside

    Preparing for the final days

After a death

16 results
  • The first 48 hours

    What needs attention now, what can wait, and who to call.

    Includes a checklist: First 48 hours checklist

    What to do first

  • Checklist

    First 48 hours checklist

    The few things that matter in the first two days, in order, and nothing that can wait.

    From the guide “The first 48 hours”

  • Template

    Letter notifying a bank

    Tell a bank that its customer has died and ask what they need to close or transfer the account.

    From the guide “Who to notify, and in what order”

  • Coming soon

    If the death happens at home

    Who to call first, with or without hospice.

    Includes a checklist: Who to call first

    What to do first

  • Coming soon

    What can wait, and what can’t

    A short list to put everything else down for a few days.

    Includes a checklist: This week, and later

    What to do first

  • Coming soon

    Burial, cremation and alternatives

    Every option side by side, with timelines and what drives cost.

    Includes a checklist: Questions to ask any provider

    Burial, cremation & alternatives

  • Coming soon

    What happens after cremation

    Getting the ashes back, and the choices you have from there.

    Includes a product list: Choosing an urn

    Burial, cremation & alternatives

  • Coming soon

    What a funeral actually costs

    Line by line, what is required, and what is extra.

    Includes a template: Price comparison sheet

    Costs, pricing & consumer rights

  • Coming soon

    Your rights under the Funeral Rule

    What a funeral home has to give you, and what you can refuse.

    Includes a checklist: What they must give you

    Costs, pricing & consumer rights

  • Coming soon

    What to ask before you sign

    Ten questions that protect you from paying for what you didn’t want.

    Includes a checklist: Before you sign

    Costs, pricing & consumer rights

  • Coming soon

    Planning a service that fits your family

    Religious, secular, small or large, now or later.

    Includes a template: Service order

    Funeral & memorial planning

  • Coming soon

    Funeral, memorial or celebration of life?

    What each one is, and why many families now wait weeks.

    Funeral & memorial planning

  • Coming soon

    How to write an obituary

    A simple shape, examples, and where to publish it.

    Includes a template: Obituary starter

    Obituaries, eulogies & announcements

  • Coming soon

    Writing and giving a eulogy

    Start with one story. A structure that gets you to the end.

    Includes a template: Eulogy outline

    Obituaries, eulogies & announcements

  • Coming soon

    Death certificates: how many and where from

    Who needs a certified copy, and how to order more.

    Includes a checklist: Who needs a certified copy

    Death certificates & notifications

  • Coming soon

    Who to notify, and in what order

    Benefits and banks first. A tracker a sibling can share.

    Includes a template: Notification tracker

    Death certificates & notifications

Estate & legacy

15 results
  • Coming soon

    Does this estate need probate?

    How to tell, what skips it, and the questions to take to a lawyer.

    Includes a checklist: Assets that may skip probate

    Probate & estate administration

  • Coming soon

    Being an executor, step by step

    The job, in order, from the first month to closing the estate.

    Includes a checklist: Executor’s first month

    Probate & estate administration

  • Coming soon

    Hiring a probate attorney

    How they charge, what is fair, and what to ask first.

    Includes a checklist: Questions to ask a probate attorney

    Probate & estate administration

  • Coming soon

    Closing accounts and claiming benefits

    Confirm who has authority first, then work down the list.

    Includes a checklist: Closing accounts

    Accounts, debts & benefits

  • Coming soon

    Final taxes and the estate’s taxes

    The returns that may be due, and the papers to find.

    Includes a checklist: Tax documents to find

    Accounts, debts & benefits

  • Coming soon

    Clearing a parent’s home

    What to keep, sell, give and toss, and when to call in help.

    Includes a template: Estate inventory

    Property, belongings & estate sales

  • Coming soon

    Estate sale, liquidator or donation?

    How each one works and what each one really costs.

    Includes a checklist: Questions for an estate sale company

    Property, belongings & estate sales

  • Coming soon

    When siblings disagree about belongings

    Fair ways to divide things, before it turns into a fight.

    Includes a script: Dividing belongings fairly

    Property, belongings & estate sales

  • Coming soon

    Thank-you notes, without the dread

    Short notes that are enough, and a way to keep track.

    Includes a template: Thank-you note starters

    Thank-yous & ongoing responsibilities

  • Coming soon

    The first year: dates and tasks to expect

    Renewals, anniversaries and deadlines, on one calendar.

    Includes a checklist: First-year calendar

    Thank-yous & ongoing responsibilities

  • Coming soon

    Kinds of grief support, and how to find one that fits

    Counselors, groups and other help, and how they differ.

    Grief support

  • Coming soon

    Grieving while you’re still doing the paperwork

    Why it can feel stuck, and small ways to make room for it.

    Grief support

  • Coming soon

    Ways to remember someone

    From a bench to a recipe book. Ideas at every budget.

    Includes a product list: Memorial keepsakes

    Memorials, stories & legacy

  • Coming soon

    Choosing a headstone or marker

    Cemetery rules, materials, prices, and what to check first.

    Includes a checklist: Before you order a marker

    Memorials, stories & legacy

  • Coming soon

    Turning their stories into something lasting

    Collect stories from relatives before they fade.

    Includes a script: Interviewing relatives

    Memorials, stories & legacy

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