Who would step in, and would they know what to do?
Answer twelve questions about your situation and see exactly where your family would get stuck — plus one small step for each gap, and a page to print and fill in by hand. We never ask for a single personal detail.
Quick answer
This free check asks twelve questions about your situation — whether you have a healthcare proxy and a financial power of attorney, whether anyone knows where your documents are, who would step in — and shows you the specific gaps your family would hit, with one small step for each. It collects no personal information: everything runs in your browser, nothing is stored or sent, and the personal sections of the printout stay blank for you to fill in by hand.
Twelve questions
Multiple choice, about three minutes.
Educational, not personalized legal advice. Requirements for these documents vary by state — confirm the specifics for where you live, or with an attorney.
Retirement In Order — What My Family Needs to Know
Your resultsWhat your family would be missing
The printout adds a fill-in-by-hand page — your people, and where your documents are. It arrives blank on purpose, because we never asked.
Retirement In Order — What My Family Needs to Know
Fill these in by hand
Print this page and complete the two sections below with a pen. They arrive blank because we never asked — and because this belongs in a drawer at home, not in a database.
My people
Where my documents are
| Document | Where it is | Who else knows |
|---|---|---|
| Will or trust | ||
| Financial power of attorney | ||
| Healthcare proxy | ||
| Advance directive / living will | ||
| Insurance policies | ||
| Deed or lease | ||
| Account list | ||
| Password / access information |
Start getting retirement in order — one simple checklist at a time
Free quick-start checklists to help you organize the practical parts of retirement: what to gather, what to decide, and what to write down first.
- What to gather
- What to update
- What to share with family
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.)
Good to know
Common questions
Do you collect or store my personal information?
No. The questions only ask about your situation — whether you have a healthcare proxy, whether someone knows where your documents are — never a name, an address, an account, or where anything is kept. Everything runs inside your own browser and nothing is sent anywhere. The personal parts of the printout are deliberately blank for you to fill in by hand.
Is this legal advice?
No. It's an organizing tool, not advice. Requirements for these documents vary by state, and nothing here is tailored to your circumstances. Use it to see what's missing, then confirm the specifics for your state or with an attorney.
How long does it take?
About three minutes. Twelve questions, all multiple choice, and you'll see your results immediately.
Do I need to give an email address?
No. There's no sign-up and no email gate. Your results appear on the page as soon as you finish, and you can print or save them straight from your browser.
What do I do with the printout?
Fill in the blank sections by hand and keep it wherever your household paperwork lives — a binder, a folder, a drawer. The point is that one other person knows it exists and can find it.
Verified from
Sources
- National Institute on Aging — Getting Your Affairs in Order Checklist
- National Institute on Aging — Legal and Financial Planning for People with Dementia
- Consumer Financial Protection Bureau — What is a power of attorney (POA)?
This tool is for organizing your own information. It is not legal advice, and the requirements for these documents vary by state — confirm the specifics for where you live, or with an attorney.