About Us

The Financial Caregiver's Starter Kit was created to help you take control — not just of the paperwork, but of the stress, uncertainty, and emotional weight that come with managing a loved one's finances.

Written by journalist and caregiver Cheryl Lock, the guide combines clear, compassionate language with practical, step-by-step instructions. Cheryl brings her own real-life experience navigating the financial needs of aging family members — along with years of reporting for outlets like The New York Times, U.S. News, and The Washington Post.

The book was also developed in partnership with former LegalZoom executives who have spent years helping families navigate legal, financial, and estate planning systems. Together, they've built a guide that is emotionally supportive, legally aware, and deeply grounded in what caregivers actually need.

Inside, you'll find:

• • Simple explanations of financial and legal terms — no jargon, no shame
• • Templates, checklists, and scripts you can start using right away
• • A calm, clear path through overwhelming tasks
• • Emotional validation for moments that feel heavy or uncertain

This isn't a textbook. It's a field guide — written by people who've been there, for people who are there now.

You don't have to do this alone.

And you don't have to figure it all out at once.