YOUR FAMILY ROADMAP
My Plan
Everything you need to help manage your parent’s needs, organized in one place. See what’s complete, what still needs attention, and what to do next.
How this helpsYou do not have to remember everything at once. Your plan keeps the important pieces visible and turns missing items into manageable next steps.
See what needs attentionYour score and checklist make gaps easy to spot.
Know what to do nextYour Next 3 Things keeps the list from feeling overwhelming.
Keep the big picture togetherInformation, money and care planning stay connected.
Preparedness
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Your score updates as you complete preparedness items below.
Your Next 3 Things
Prioritized from missing or incomplete checklist items and Essentials.
Complete or update the checklist to see your next priorities.
Preparedness Checklist
Will located and reviewed
Financial power of attorney located
Health-care proxy / medical POA located
Advance directive / living will located
Beneficiaries reviewed
Banks / investment firms identified
Insurance policies identified
Medication list current for reference
Doctors / pharmacy recorded
Important document locations known
Future living-care options discussed
Essentials
Emergency, legal, insurance, important people and digital access.
Money Snapshot
See what may be available for care.
Care Options
Compare facilities and affordability.