A GUIDE FOR YOU AND YOUR PARENT · DESIGNED BY AN ESTATE PLANNING ATTORNEY

The Mom & Dad File

Before you need it. One guided organizer to sit down with your parent and write down where everything is: their doctors, medications, accounts, insurance, documents, and wishes. That way you’re not piecing it together later.

Get the Mom & Dad File: $9.99 →

Instant PDF download. Print one copy per parent.

Many parents keep their finances, accounts, and paperwork in their heads, or in a filing system only they understand. If they have a sudden health scare, adult children are often left making calls, searching drawers, and guessing what Mom or Dad would have wanted.

The Mom & Dad File gives you a calm, structured way to have that conversation now. Your parent shares their information and wishes, and decides what goes in. Your part is to ask the questions and write things down.

Is this for you?

  • You’re already the one who helps. You drive to appointments, sort the mail, and field the calls. Get it all in one place.

  • You’re the one who lives far away. Know who to call and where things are, even from three states over.

  • There are a few of you. Agree on who handles what before anyone has to guess.

  • You haven’t brought it up yet. We’ll help you start with one easy section.

What’s inside

Eleven sections, plus a quick-reference page for the first 30 days:

✔ Your parent’s information: personal details, military service, and their spouse or partner

✔ Key contacts: their main contact person, siblings and who handles what, friends, and professionals

✔ Health & care: doctors, medications and pharmacy, caregivers and home help, and long-term care preferences

✔ Estate planning documents: whether they have a Will, powers of attorney, a health care directive, or a trust, and where each is kept

✔ Income & benefits: Social Security, pension, and other income

✔ Financial information: bank, credit, investment, and retirement accounts, real estate, and cash reserves

✔ Insurance: Medicare and supplemental plans, life, long-term care, and other policies

✔ Digital life: email, password manager, devices, and online accounts

✔ Pets: vets, needs, and who would care for them

✔ Final wishes: funeral and burial preferences, and organ donation

✔ Secure storage: safe deposit box, storage, and the home filing system

Plus: conversation starters for bringing it up, and a quick reference for who to contact first.

How it works

  • Pick a calm time. A holiday visit, a Sunday call, or coffee at the kitchen table.

  • Start with one section. You don’t need to finish in one visit. Everything you complete is progress.

  • Store it where your parent chooses, and make sure more than one person knows where it is.

  • Review it together once a year, or after a move, a new doctor, or a change in health.

Get the Mom & Dad File: $9.99 →

Haven’t done your own yet?

The Household Handoff is our free First 30 Days Checklist for couples and singles.

Get it free →

When the documents section has blanks

Many families find that some documents, like powers of attorney or a health care directives, were never created or are out of date. Mitzi is a self-guided document preparation and education platform designed by an estate planning attorney. It’s live in Michigan and coming to more states.

Join the waitlist →

Frequently asked questions

  • Adult children, and anyone helping an aging parent, relative, or friend get organized.

  • No. It’s an organizer for recording what your parent has, where it is, and what they want. It isn’t a Will, power of attorney, or health care directive, and it doesn’t replace them. If they would like someone to be able to act for them, documents like a financial or healthcare power of attorney are commonly used for that.

  • It’s a printable PDF, so nothing you write is stored by Mitzi. Your parent decides where it’s kept. You don’t need full account numbers or passwords. A note on where to find them works too.

  • Yes. Print as many copies as your family needs for personal use. We suggest one copy per parent.

  • That’s common. Start with the easiest section, like contacts or pets, and come back to the rest. The guide includes conversation starters to help.

  • Because it’s an instant digital download, all sales are final.

Get the Mom & Dad File: $9.99 →

This is for general educational purposes only and does not constitute legal advice. Estate planning laws vary by state, and so do the names of documents. Mitzi is not a law firm. Please consult a licensed attorney for guidance specific to your situation.