Milan PrastaloWrite it down once. Your family will know where everything is.
98 printable pages, all five workbooks in one, that turn the free checklist into a plan on paper: your income, your health cover, your paperwork and your protection. Fill it in by hand, at the kitchen table, with your spouse.
What's inside
- Income: your Social Security estimate at 62, full age and 70 (with a column for your spouse), every income source, monthly and once-a-year spending, your emergency fund and your bad market year plan
- Health: your Medicare timeline month by month, cover before 65, and your long-term care plan: who helps, where, and how it is paid
- Paperwork: where every document is kept, every account and policy with its beneficiary, the people to call, and a letter to your family
- Protection: a life insurance review, "if one of us dies first", home, auto and umbrella cover, and a scam-proofing call-back list
- Keep it up to date: a yearly review page for 2026 to 2035, and your next 5 steps
Free updates: when I add pages or the rules change, you get the new edition by email, free, for as long as I make it.
Outside the US? Almost all of the workbook still works for you. The care wishes pages still tell your family who should decide for you and what you want. Only the state signing rules are for the US.
Every fact in it was checked on ssa.gov, medicare.gov, irs.gov and ftc.gov. Large writing lines, made to be easy to fill in.
Instant download, nothing to ship. US Letter, prints on any home printer.
Free updates for life. Every new edition is emailed to you free.
Tell us your state at checkout. If your state changes its rules for signing care papers, you get the updated pages free.
Not ready yet? Get the one-page checklist
The 15 things to check, free. The workbook is where you write the answers down.
For education only. Not personal financial, tax or legal advice. Talk to a qualified professional about your own situation.