Before the Call — Guide + Planning Workbook Bundle

 Before the Call: Complete Guide + Planning Workbook Bundle

 Everything in the guide — plus a hands-on Excel workbook to put it all into action.

You received a call — or you can see one coming. Your parent fell, received a diagnosis, or can no longer manage alone. Now you're expected to understand Medicare, Medicaid, power of attorney, assisted living, and estate planning — all at once, under emotional duress, while managing your own life.

 This bundle includes the full 100+ page guide AND a companion planning workbook.

 The Guide covers:

 - Legal Documents — The 5 documents your parent must sign while they still can, and what happens if they don't

 - Medicare & Medicaid — Enrollment deadlines that carry permanent penalties, what's actually covered, and how to plan for Medicaid years before you need it

 - Housing Options — From aging in place to assisted living to skilled nursing — how to evaluate every option, what they really cost, and the questions nobody tells you to ask

 - Family Conversations — Exactly what to say when you talk about money, driving, end-of-life wishes, and moving — even when your parent resists

 - Financial Planning — Social Security timing, long-term care insurance, veterans benefits, and how to protect assets legally

 - Medical Coordination — Medication management, fall prevention, dementia recognition, and working with doctors effectively

 - Crisis Mode — A step-by-step emergency playbook for the first 72 hours when everything changes

 The Planning Workbook includes 9 ready-to-use tabs:

 - Master Checklist — every action item from the guide in one tracker, organized by category with status, priority, owner, and deadlines

 - Parent Profile & Emergency Info — the single-page reference you'd hand to an ER doctor: contacts, medications, legal documents, insurance, and medical history

 - Legal Documents Tracker — status and location of every essential document, who's named, and when it was last reviewed

 - Financial Inventory — all accounts, assets, debts, insurance policies, and beneficiary designations in one place

 - Medicare & Insurance — complete coverage details, plan numbers, and key contacts

 - Medication List — every prescription, OTC, and supplement with dose, frequency, prescriber, and interaction flags

 - Care Costs & Budget — monthly expense tracker with national cost benchmarks and long-term projections

 - Housing Comparison — side-by-side facility evaluation tool covering cost, quality ratings, staffing, and your own observations

 - Family Meeting Log — a running record of every decision, who was present, and what action items were assigned

 Why the bundle?

 The guide tells you what to do. The workbook helps you actually do it — fill in your family's specific details, track your progress, and stay organized when things get overwhelming.

 Two files included: the full PDF guide + an Excel workbook (.xlsx) that works in Excel, Google Sheets, or any spreadsheet app.

 All figures verified and current as of 2026. Instant download.