Guides for getting your family ready
Practical steps, checked against official sources.
Tell your family about your plan
A short letter for your kids and easy ways to start. Get ready for a hospital stay
What your family would need, and how to have it ready. Let Medicare talk with your family
Form CMS-10106, step by step. Find unclaimed money
Free searches in your name, or for someone who died.
A short letter for your kids and easy ways to start. Get ready for a hospital stay
What your family would need, and how to have it ready. Let Medicare talk with your family
Form CMS-10106, step by step. Find unclaimed money
Free searches in your name, or for someone who died.
Good times to start
Moments when planning comes up anyway.
| When | Moment | One thing to do |
|---|---|---|
| October 15 to December 7 | Medicare open enrollment | Send Medicare the form that lets it talk to your family. |
| Late November | Thanksgiving | Tell your family about your plan. Bring the talk cards. |
| February to April | Tax season | While your tax papers are out, list your accounts. |
| April 16 | National Healthcare Decisions Day | Give your doctor a copy of your health care proxy. |
| After you sign a will or power of attorney | New papers | Tell your family where the original is kept. |
See what your family would be missing
Start with the free readiness check. Then we help you fix it.