Get your parent's most important information out of their head - and into one simple system you can actually use.
One organized place with everything that matters - medical, legal, financial, even who has the spare key - ready in seconds when you need it.
START ORGANIZING NOW
Imagine this:
Something happens with your parent.
Instead of spending the first 48 hours digging through drawers, calling siblings, or guessing passwords...
You open one system. And every answer is right there.
Legal papers. Medical details. Financial accounts. Passwords.
That's the power of the Peace of Mind Plan™ (POM Plan™) - a guided, fill as you go digital system that makes sure you're never left searching or wishing you'd asked sooner.
Without a plan in place, most families are left with:
A locked laptop with no password
Stacks of bills with no record of what's been paid
A box of papers that only leads to more questions
The POM Plan™ makes sure you're ready before you need to be.
It's not always the big things that cause the most stress, it's the missing details:
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What the logins are
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Which bills are on auto-pay
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Where the insurance card is
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The name of your parent's doctor
The POM Plan™ makes sure those details - and the major documents - are captured in one simple place.
So when life happens, you're not left piecing things together. You already have what you need.
What you’ll get inside the POM Plan™
12 essential sections covering everything your family will actually need:
✅ Organize legal documents like power of attorney, wills, and trusts
✅ Record medical info including providers, medications, and history
✅ List financial accounts, insurance, and key passwords
✅ Track digital life like email accounts, devices, subscriptions, and social media
✅ Capture home & property details like service providers, security info, and where things are stored
✅ Document pet care info in case someone else needs to step in
✅ Share final wishes like memorial plans and letters to loved ones
✅ Create a “What’s Stored Where” guide for easy reference
✅ Outline your digital legacy and how to access it
✅ Add trusted contacts and who handles what
✅ List assets like retirement accounts, loans, or real estate
✅ Jot down daily routines or details most people never think to mention
This isn't just big picture planning. It's also the everday things no one thinks to ask about until they have to.
Built for Busy People
• Finish it in a weekend - or add to it over time
• Fill it out on your computer or tablet
• Print a copy to keep safe
• Share a digital version with people you trust
• Update anytime without starting over.
It’s simple, flexible, and built for real life.
Why families choose the POM Plan™
Most families don’t realize what’s missing until they’re in the middle of it. A hospital call. A sudden bill. A question no one knows how to answer.
The POM Plan™ helps you stay one step ahead.
• So you’re not piecing things together under stress.
• So your siblings aren’t left guessing or arguing.
• So your parent’s wishes are known - and respected.
Your future self will thank you.
Simple to Use. Easy to Share. Built for Real Life.
For you or your parent, the POM Plan™ makes organizing feel doable, even if you've put it off for years.
• Fill it out right on your computer or tablet
• Print a copy to keep somewhere safe
• Share a digital version with people you trust
• Update it anytime without starting over
➡️ Important: Your information stays private. The POM Plan™ is a fillable PDF, not an online system. That means nothing is stored on a server, and I never see your details. You choose where you save it, who you share it with, and how you keep it safe.
What if you stopped wondering—and finally felt ready?
The POM Plan™ makes it easier to prepare now and protect your family later.
This is a digital product and is non-refundable. By purchasing, you agree to the terms of use and understand this product is for personal use only and may not be copied or distributed.
