Tools & Resources
These are educational tools and products, not advice. They are designed to help you identify issues and prepare better questions for your professional advisors. The use of these tools and products does not create an attorney-client, CPA-client, fiduciary, advisory, or professional relationship.
No Obligation Online Tools
Senior Autonomy & Readiness Snapshot
See where you stand on aging readiness and your two biggest gaps, in eight questions.
Administrative Risk & Communication Navigator
See what can go wrong when planning is put off, then get a personalized script for starting the conversation with your parent or loved one.
In-Home Care Planning Checklist
Plan home care as a whole system instead of buying hours in a crisis: 56 practical steps across nine areas, from the senior’s wishes and legal authority to budget, caregivers and safety. Progress saves on your device, and you can print a copy for your family. Also available as a free PDF below.
International Asset Navigator
For U.S. citizens and green card holders with family assets abroad, or planning a move abroad: choose a country and your situation to get a country briefing and a personal checklist to bring to your advisors.
Downloads & Planning Kits
Free downloads are available now. In-depth paid planning tools are coming soon.