DESIGNED BY AN ESTATE PLANNING ATTORNEY
Two printable organizers, so you always know where everything is.
One is for you to keep, with your parent’s information. One is for you to fill out and give to someone you trust. Both are $9.99. (Or get both for $14.99.)
Instant PDF download, plus a copy emailed to you.
The Mom & Dad File: $9.99
For you to keep. Sit down with your parent and write down where everything is: their doctors, medications, accounts, insurance, documents, and wishes. That way you have it when you need it.
Who it’s for: You, your siblings, or the person who’d be called if something happens to your parents.
Get the Mom & Dad File: $9.99 →
Instant PDF download.
The Household Handoff: $9.99
For you to fill out and give to someone you trust, like your partner or a sibling. It covers what they would need to keep your household running for the first 30 days if something happened to you, so no one is locked out of an account, missing a bill, or wondering who picks up the kids.
Who it’s for: Couples and singles who want someone they trust to be able to step in.
Get the Household Handoff: $9.99 →
Instant PDF download.
How it works
Buy and download. You’ll get an instant PDF on the next page, plus a copy of the link by email.
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 sitting. Every section you fill in is progress. If something’s missing, write “need to create” so you remember to come back to it.
Keep it somewhere safe, and make sure more than one person knows where it is. Many people review it once a year, or after a move, a new doctor, or a new account.
What’s inside
The Mom & Dad File: 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.
The Household Handoff: eight sections, plus a quick-reference page for the first 30 days:
✔ Personal information and key contacts: your details and who someone would need to call
✔ Estate planning documents and employer information: what you have, where it’s kept, and benefits through work
✔ Financial information and insurance: accounts, bills, and policies
✔ Digital life and secure storage: online accounts, devices, and where important things are kept
When the documents section has blanks
Many families find that some documents, like powers of attorney or 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. If you or your parent live in Michigan, Mitzi can guide you through creating your own at your own pace.
Frequently asked questions
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The Mom & Dad File is for adult children, and anyone helping an aging parent, relative, or friend get organized. The Household Handoff is for couples and singles who want someone they trust to be able to step in.
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No. They’re organizers for writing down information and where things are kept. They don’t replace estate planning documents like a Will, financial powers of attorney, or health care directives.
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They’re printable PDFs, so nothing you write is stored by Mitzi. For your security, we’d suggest leaving off full account numbers and passwords. A note on where to find them (like “in my password manager”) works just as well.
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Yes. Print as many copies as your family or household needs for personal use.
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The Mom & Dad File’s “How to Bring It Up” page has a few easy ways to start.
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Many people review them once a year, or whenever something big changes, like a move, a new account, or a change in health.
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Because they’re instant digital downloads, all sales are final.
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 a self-help document preparation platform, not a law firm. Please consult a licensed attorney for guidance specific to your situation.