What You Will Get

• Know what documents to gather and where to store them
• Record key medical info, medications, providers, and insurance details
• Clarify wishes for power of attorney, advance directives, and end-of-life planning
• Outline assets, debts, and “who gets what” to reduce family conflict
• Create a clear plan your family can follow with confidence

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Why this Matters

Getting your affairs in order is one of the most loving gifts you can give your family.​
When something unexpected happens, most families aren’t struggling because they don’t care—they’re struggling because they don’t have clear information. This planner helps you put the important details in one place, so your loved ones can focus on being with you, not scrambling for paperwork.

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Who it’s for

This workbook is for you if:

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• You want to feel more organized—but don’t know where to start
• You’re an aging adult who wants your wishes documented clearly
• You’re an adult child caregiver who wants to help a parent plan (without conflict)
• You’ve had a recent health scare, diagnosis, hospitalization, or “wake-up call”

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About Your Nurse Advocate Consulting​
We’re Linda Kritikos and Pam Dunwald—experienced RNs and Board-Certified Patient Advocates. With over 80 years of combined nursing experience (home health, hospice, ER, case management, acute care, and quality). We help families make sense of healthcare and caregiving decisions for aging adults—so you can juggle less and enjoy more.
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Your Nurse Advocate Consulting, LLC All Rights Reserved © 2026

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