DEARFILE | A CONVERSATION ABOUT IMPORTANT PAPERS
A private preparation sheet

Use this sheet to plan a conversation. It does not ask for document
contents, account details, credentials, or access codes.

BEFORE ASKING
Why would I like to have this conversation?
____________________________________________________________

One small question I could start with:
____________________________________________________________

A private, unhurried time I could suggest:
____________________________________________________________

DURING THE CONVERSATION
[ ] Ask whether now is a good time.
[ ] Let my parent choose the document or topic.
[ ] Listen to how their existing system works.
[ ] Ask what they want to keep private.
[ ] Ask separately before writing, opening, copying, or sharing.
[ ] Accept a pause or a no.

BEFORE FINISHING, ASK
"Have I understood what you want me to know?"
"Would you like to keep any note yourself?"
"Who, if anyone, may see it?"
"Is there one next step you would like us to take?"

IF THE ANSWER IS NO
"Okay, we can leave it there. If you'd ever like help, you can
tell me what would be useful."

Permission to know a location does not itself authorize accessing
accounts, obtaining private records, or making decisions.

General organizing guidance for U.S. readers, not legal,
financial, or medical advice.