Guide
The First 72 Hours.
If you're reading this in the fog after the funeral — you're in the right place. Seven things that need to happen now. Five things that feel urgent but aren't.
First 3 days
The Library · Tools
Tools that do the work
Tools that do the work
with you.
Interactive frameworks, trackers, and checklists — built for the decisions that don't come with instructions. Organized by situation so you can start exactly where you are.
Door 01
Loss of Partner
Widowhood
When loss arrives, the paperwork doesn't wait — but most of it also doesn't need to happen today. The right sequence matters more than speed.
4
tools
available
available
Kit
A Team of One.
The thirty days after, in the order they actually matter. Phased by week — not by urgency, because urgency isn't the same as importance.
30-day plan
Printable
Checklist
First Year Administrative Checklist.
Documents, accounts, and the institutions that need to be told. Sequenced across 90 days so you know exactly what needs to happen now — and what can wait.
90 days
Printable
Companion
The First Year Companion.
Not a timeline — a structure. Organized by the decisions that compound, from the first week through month twelve. Returns to wherever you left off.
Saves progress
Door 02
Aging Parent
Caregiving
You have ten minutes between everything else. Caring for an aging parent happens in stages — each with its own decisions, its own math, and its own weight.
7
tools
available
available
Framework
The Elder Care Navigation Framework.
Six phases, thirty-four steps, fourteen decisions. A comprehensive map for families navigating the shift from independent living to supported care — built for the long road.
6 phases
34 steps
Kit
The Sandwich Generation Survival Kit.
Caring for aging parents while raising children — six tools for the situation that comes with no manual and no margin.
6 tools
Companion
The Sandwich Generation Companion.
Three interactive tools: see what caregiving is actually costing you, check your burnout level, and prepare for the conversation your family needs to have.
Interactive
Saves progress
Companion
The Aging in Place Companion.
Assess where things stand, run the real numbers on home care vs. facility costs, and prepare the family conversation — before the decision becomes a crisis.
Cost calculator
Interactive
Self-Check
The Caregiver Burnout Self-Check.
Seven signs the cost of caregiving has gone invisible. A two-minute self-check that scores where you stand — and points to the next step. Drawn from The Sandwich Generation Companion; your answers stay in sync there.
2 minutes
Interactive
Article
The First 48 Hours, When Care Changes Overnight.
A fast triage checklist for the first two days after a fall, hospitalization, or diagnosis — the seven things that matter now, and the five that feel urgent but can wait. Saves your progress.
First 2 days
Triage checklist
Article
Before the Crisis: Caring for a Parent.
For families where a parent is slowly changing — no fall, no diagnosis yet. Read the signs, begin without taking over, and get ahead before a crisis decides for you.
Early signs
Getting ahead
Door 03
Inheritance
Inheritance
Inheritance is two jobs, not one — the administrative work of settling the estate, and the quieter work of deciding what comes next. Tools for both.
4
tools
available
available
Companion
The Estate Administration Companion.
The master workspace for settling an estate — twelve asset categories and twenty-two milestones, tracked from the first filing to the final distribution. Built for siblings and co-executors, so nothing slips between the group texts.
Interactive
Saves progress
Calculator
Keep / Sell / Buy-Out.
When the estate includes a house: live annual-cost math, the buy-out calculation, and three quiet questions to ask before anyone signs. Pairs with "Selling a parent's home."
Calculator
Interactive
Worksheet
Should I Contest?
A clear-eyed worksheet for the moment you're tempted to challenge a will — four grounds, three currencies, and an honest look at what winning would actually cost. Not legal advice.
Reflective
Interactive
Worksheet
What You Would Do Differently.
The reflection at the end of settling someone's estate — three prompts that turn the experience into a starting list for your own plan. Prints to a single page.
Reflective
Printable
Coming soon
State-by-State Probate Primer.
Probate works differently in every state — deadlines, dollar thresholds, and whether it's even required. A plain-language reference for all fifty, released state by state as each clears attorney review.
Reference
50 states
Door 04
Longevity Planning
Planning Ahead.
There is no one coming to do this for you — but that's also the starting point. Tools for the quieter moment when you realize this needs to happen, and you're ready to begin.
2
tools
available
available
Companion
The if-I-die-tomorrow file.
The document most families wish someone had built. The one almost no one does. A cross-door companion that covers what your family needs to know — before they need to know it.
Cross-door
~45 min
Free
Printable
Toolkit
The Personal Longevity Plan.
Six tools for the second half — a living inventory, a health baseline, an advisor rubric, a decumulation sketch, an identity audit, and a first-year map. Work through them in order, or return to the one you need right now.
6 tools
Saves progress
Interactive
Coming soon
The Advance Directive Companion.
Healthcare proxy, living will, POLST — the documents that matter most when someone else needs to make decisions for you. A guided process with state-specific guidance.
Legal guidance
State-specific
Door 05
Family Planning
Prepare Your Family.
The conversations most families never have — until they have to. Tools for disclosing what you have, transmitting what matters, and making sure the people you love aren't starting from scratch.
1
tool
available
available
Template
The Ethical Will Template.
Not what you're leaving — but why. A nine-section guided template for the values, stories, and reasons no estate plan can hold — including the part that explains the money decisions, so the will doesn't land as a surprise. The document your family will read first.
9 sections
Saves progress
Printable
Free
Door 06
Major Life Change
Divorce & Life Change.
Divorce. A sudden windfall. A diagnosis. A relocation. When the ground shifts and the other doors don't quite name it — this is where to start. Tools for when a life is being rearranged.
2
tools
available
available
Toolkit
The Transition Toolkit.
Six tools for the months when something just ended and the next thing hasn't named itself yet — a decisions map, the conversations it forces on you, a money buffer built for your situation, an identity audit, a weekly minimum, and the signs you're moving forward. For job loss, divorce, a windfall, a diagnosis, a relocation, or any identity transition.
6 tools
Saves progress
Free
Kit
The Suddenly Single Checklist.
Divorce or separation, untangled one step at a time — the practical sub-tools for splitting accounts, rebuilding a budget on one income, and updating the documents that still name two people.
Multiple tools
Saves progress