A circle of rocking chairs around a fire pit, set in a pine forest.

About

Why this site exists.

Most families figure out how to care for aging parents in the worst possible moment — in a hospital hallway, after the diagnosis, the fall, the call. By then the things that would have made it easier are already harder to do, or impossible.

retirementchecklist.org is a free starting point. Four questions about your family's situation, a personalized 5–8 item plan in return. Each item names a specific thing worth getting in front of — a Durable Power of Attorney, a Medicare review, a conversation with a sibling — and explains why it matters for you specifically.

It's built and run by . Despite the name, it's about caring for aging parents, not retirement savings or investing.

We don't recommend specific products. We don't recommend specific attorneys, financial advisors, or Medicare plans. We name the decisions and the questions worth surfacing; the answers belong to you and the professionals you trust.

What we promise

No ads. Nothing on this site is paid placement. We'll never accept money to recommend a specific product or service.

No data sale. We don't sell or share your email address, your answers, or anything else you tell us. Ever.

The lightest possible data footprint. No Social Security numbers, no account numbers, no document uploads. Your plan references sensitive things ("locate Dad's will") without ever holding them.

Common questions

Is it really free?

Yes. There's no charge, no upsell, and no paid placement. We've never taken a referral fee and the tool is built so we can't — it doesn't name specific providers to refer you to.

Do I need to create an account?

No. Answer the four questions and you get your plan. You only give us an email if you want to save that plan and come back to it later, and even then there's no password — we email you a one-time sign-in link.

How long does it take?

About 90 seconds. It's four questions about your parents' stage, what paperwork is already in place, where everyone lives, and what makes your situation complicated.

Will you tell me which attorney, advisor, or Medicare plan to pick?

No, and we won't ever. We'll name a category — “an elder law attorney in your state” — but never a specific firm, plan, or product. Naming names is where a site like this usually starts taking money, and that's the moment its recommendations stop being honest.

Is this legal, financial, or medical advice?

No. It's a starting point. We name the considerations and the questions worth surfacing; the decisions belong to you and the professionals who know your family's specific situation.

What do you do with what I tell you?

We don't sell, share, rent, or barter it. We never ask for Social Security numbers, account numbers, or document uploads — your plan can reference “locate Dad's will” without ever holding the will. The privacy page is the long version.

Can I share a plan with my sibling?

Yes. Once a plan is saved you can invite someone by email, and it lands in their own saved plans. Checked-off items are shared, so the two of you are looking at the same list rather than two copies drifting apart.

Questions, feedback, or something we got wrong? hello@retirementchecklist.org.

Start the four questions →