Not an estate plan

The information family may need when a parent cannot answer every question.

Put the first 72 hours on one guided page, then organize the people, household details, authority, and document locations that may matter next.

Get Easy Parent Handoff — $49.99

First-72-hours sheet · Guided sections · Printable at home

PARENT HANDOFF

START HERE

72-Hour Emergency Sheet

Medications & allergies

Doctors & preferred hospital

Insurance & decision authority

Complete it together before the emergency.

The difference is practical

Estate documents answer legal questions. An emergency handoff plan answers tonight’s questions.

Traditional planning: wills, trusts, and beneficiary instructions

Emergency handoff: medications, doctors, and insurance

Signed authority: who is legally designated

Operational roles: who calls whom and handles the house

Keep sensitive originals securely stored

Record where the right person can find them

What the first page helps organize

The first 72 hours, all in one guided view.

Medications, allergies, diagnoses, doctors, insurance, preferred hospital, emergency contacts, and current care needs—followed by the household and authority details that may matter next.

The 72-hour emergency sheet

Medications, allergies, diagnoses, doctors, insurance, preferred hospital, and immediate care needs.

The 72-hour emergency sheet

Medications, allergies, diagnoses, doctors, insurance, preferred hospital, and immediate care needs.

Household continuity plan

Bills, utilities, autopay, deliveries, alarms, keys, vehicles, and the details that keep the home running.

Household continuity plan

Bills, utilities, autopay, deliveries, alarms, keys, vehicles, and the details that keep the home running.

Document locator

Record where originals are kept and who the attorney, accountant, adviser, and insurance agent are.

Document locator

Record where originals are kept and who the attorney, accountant, adviser, and insurance agent are.

Decision-authority map

Healthcare and financial powers of attorney, backups, signed-copy locations, and institution records.

Decision-authority map

Healthcare and financial powers of attorney, backups, signed-copy locations, and institution records.

Family call tree

Who handles medical, financial, household, and pet matters—and who should or should not be called.

Family call tree

Who handles medical, financial, household, and pet matters—and who should or should not be called.

One-page start-here guide

What to bring, what not to cancel, who to call first, and which questions to ask the care team.

One-page start-here guide

What to bring, what not to cancel, who to call first, and which questions to ask the care team.

What comes next

Continue one clear section at a time.

Download and choose your format

Print the binder, type into the fillable PDF, or use both.

Complete it with your parent

Use the prompts to have one practical conversation at a time.

Tell the right people where it lives

Keep sensitive originals secure while making the locator easy to find.

Planning for the moment before

Practical information for sudden incapacity—not a replacement for legal documents.

Use Easy Parent Handoff alongside valid legal planning. It helps family locate signed copies, identify the people with authority, and handle immediate medical and household questions without storing every sensitive original in one binder.

The Parent Emergency Handoff Binder

Organizes immediate decisions

Locates sensitive originals safely

Clarifies who handles what

Prepare before you need it

Give your family a clear place to start.

Download the fillable PDF, printable binder, wallet emergency card, and completion guide.

$49.99

One-time purchase. Instant access.

Get the binder — $49.99

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Common questions

Planning without making it overwhelming.

Is this an estate plan?

Should sensitive documents go inside the binder?

Can I complete it digitally?

How long does it take to complete?

Is this only for families with an elderly parent?