
Paperback Book · Fill-In Organizer
The fill-in organizer for the adult son or daughter who stepped up — done with your parents, one calm conversation at a time.
If something happened to your mom or dad tomorrow, would you know where the will is, who to call first, or which accounts to close? This is the fill-in organizer that fixes that — written to you, the adult child, so you and your aging or elderly parent can complete it together. It captures their key people and professionals, where the will and documents live, every account, policy, and password, property and valuables, and their medical and final wishes. It adds the parts most organizers skip: the complete "Who to Notify" roster (Social Security, the IRS, all three credit bureaus, DMV, pensions, insurers), a subscriptions-to-cancel section, a grab-and-go Emergency Quick-Sheet, and a First 30 Days checklist for the family. It records where things are and who to call — not full account numbers — so it's safe if misplaced, and complements a will, trust, and directive rather than replacing them.
By M. E. Hart
Plain-English guides for your next chapter — written to stay useful year after year.
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