The conversation most families avoid — and exactly how to have it.
Katie Katz, trusts and estates attorney and founder of Mitzi, shares her guide for helping your parents get their estate plan in order, what documents are most commonly missing, and how to get organized before something happens.
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Have you been thinking about having the estate planning conversation with your parents but aren't sure how to start?
This free guide walks you through exactly how to do it, what to ask, and what documents most families are missing.
Many adult children, especially daughters, end up managing things for aging parents with no roadmap and no warning. This guide helps you get ahead of that, have the conversation before something happens, and make sure the right documents are in place.
Why this guide matters
Around 80% of estate administrations fall on women. If your parents don't have a plan, statistically it will likely be you managing things when the time comes.
Most families haven't had this conversation. Many parents have either no documents or outdated ones, and most adult children don't know where anything is.
This guide gives you a practical, non-awkward way to start.
What’s inside:
✔ Talk, Plan & Protect: How to Help Your Parents Get Ready for What's Next
✔ How to Help Your Parents Get Their Estate Plan in Order (Without It Getting Weird)
✔ Why Adding Yourself to Your Mom's Bank Account Can Backfire (Even When You're Just Trying to Help)
✔ 4 Things I Found When I Went Through My Parents' Estate Plan With Them (And What to Talk About With Your Own)
✔ Three Things to Check Before You Sign On as Someone's Power of Attorney
✔ Dad Has a Trust From the 90s. Here Are Three Things Worth Checking.
Written by Katie Katz, trusts and estates attorney and founder of Mitzi, based on the topics that come up most often when helping families get organized and protected.
This is for general educational purposes only and does not constitute legal advice. Estate planning laws vary by state. Mitzi is not a law firm. Please consult a licensed attorney for guidance specific to your situation.