The Solo Ager's Document Kit

If you ended up in the ER unconscious tonight, who has legal permission to help you — and would they know where anything is? If you don't have an obvious next-of-kin, that support system doesn't build itself. This free, fillable kit walks you through it, one page at a time.

What's in the kit

Six pages, built to be filled in and kept in one folder the right people can find. It's the companion to Solo Aging by M. E. Hart — the templates from the book's appendix, made easy to complete, plus the official links to make each document real.

  • The one-page plan — fillable. Your people, your documents and where they live, your money, health, and wishes, on the single sheet you hand your person.
  • A master document checklist — the seven documents in priority order, each with a link to your state's official form (California first, with a “use your state's form” flag on every item).
  • Starter guidance for the four core documents — the advance health care directive, HIPAA authorization, durable financial power of attorney, and disposition-of-remains appointment — with the official California forms and a national link.
  • The wallet card — cut out, fill in, carry. It speaks for you in an emergency and keeps you sharp in an ordinary appointment.
  • The “how to ask your person” script — word for word, for the awkward but important ask — plus two free federal wins you can do this week.

The kit is an organizing tool, not legal, financial, or medical advice — it helps you plan and keep track. Your actual documents must be your own state's official, current forms, completed and witnessed or notarized as your state requires. You'll get the kit by email, so you always have the latest version as forms and rules change.

Free · Solo Ager's Document Kit

Get the free Solo Ager's Document Kit

Tell us where to send it and we'll email you the free, fillable kit — the one-page plan, a master document checklist with links to your state's official forms, the wallet card, and the script for asking a friend to be your person. Built California-first, with a “use your state's form” flag on every document.

  • The one-page plan, fillable
  • Every document, with official links
  • Wallet card + the ask-a-friend script
Get the free kit
Six pages that turn “I should get organized” into a finished folder. Sent by email.
No spam. Unsubscribe anytime. Organizational tools only — not legal or financial advice.

Almost there — check your inbox.

We just sent a confirmation email. Click the link inside and your free download lands right after. (If you don't see it, check spam or promotions.)

Keep going

When you're ready to go deeper on any one piece, these free guides pick up where the kit leaves off: