Free Guide
Don’t Go It Alone
Planning for support as you age, on your terms.
You may be managing life comfortably today. What would happen if things changed? This practical guide is for anyone planning for later life—especially if you don’t have a nearby relative or friend who could take on a formal helping role.
Inside, you’ll learn how to
- Name what matters most, so a future helper can honor it
- Choose a helper for capacity, not just love—with a checklist of what the role really involves
- Organize your resources and records before anyone needs them
- Compare where you could live well, with ten questions to ask on a community tour
- Understand who does what: estate planning, legal counsel, and fiduciary roles
- Arrive at a first conversation prepared, with a one-page planning worksheet
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A look inside
Practical tools, not just reading
Seventeen illustrated pages, with checklists and questions you can use right away. Each chapter ends with a short exercise to help you think it through.
What the role can involve
A checklist that shows how much a helper may really take on—and why the choice matters.
Questions to ask on a tour
Ten questions to bring when you visit a retirement or assisted living community.
Your planning worksheet
A one-page worksheet to gather your thoughts before a first conversation.
Judith del Cuadro-Zimmerman
Start planning on your terms
Get the free guideThis guide offers general information. It is not legal advice, and requesting or reading it does not create an attorney–client relationship.