All content on this site and in our downloadable products (checklists, worksheets, and planning guides) is provided for general educational purposes. It is not legal, medical, or financial advice. Rules for powers of attorney, Medicaid, and insurance vary by state and change over time. For your family's specific situation, consult a licensed elder law attorney, your parent's physician, or a qualified financial professional.
The 14-document checklist is free in exchange for your email address. You may print and use it for your own family. You may not resell, republish, or redistribute it commercially.
Digital products (printable binders and worksheets) are delivered instantly by download. Because of their digital nature, all sales are final — but if a file is corrupted, doesn't download, or isn't what the product page described, contact us within 30 days and we will fix it or refund you in full. Purchases are processed by Paddle (our merchant of record); refunds are issued through Paddle.
We make no representation that using these materials will produce any particular legal, financial, or health outcome. Families' situations differ; documents must be validly executed under your state's law to be effective.