The Family Protection Playbook

If something happened to you tomorrow, would your family know what to do?

A 22-page, plain-English field manual to capture your values, name the right people, and protect your children, before an emergency forces your loved ones to guess.

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The Family Protection Playbook
Capture your values, name the right people, and protect your family if life goes sideways.

Most families think estate planning starts with documents. It doesn't.

It starts with people, values, and clarity. This playbook helps you make the decisions that matter most, on paper, so the people you love aren't left with confusion, conflict, or a pile of unanswered questions.

No panic. No jargon. No pretending parenting is tidy.

What's inside

12 practical sections, one clear plan

1
Your Legacy Snapshot
Define what you are really protecting, plus the 5-Minute Protection Scorecard.
2
Your Values and Family Instructions
Your non-money inheritance, and a letter your family can keep.
3
Your People Map
Who steps in, in which role, and who should not be put in charge.
4
Naming Guardians for Minor Children
Decision filters, backup guardians, and instructions for whoever raises your kids.
5
Short-Term Emergency Care Plan
Who can get to daycare in 20 minutes when it matters most.
6
Medical Decision Planning
Choose your health care agent and put your wishes into words.
7
Financial Decision Planning
Name who handles your finances if you cannot.
8
Asset and Account Inventory
A money map so nothing gets lost or forgotten.
9
Digital Assets and Online Life
Accounts, photos, and access instructions your family can find.
10
Personal Property and Sentimental Items
The things that matter more than their price tag.
11
Pets, Special People, and Special Situations
The details that standard forms always miss.
12
Your Next 30 Days
Turn good intentions into a plan, one week at a time.

Plus these bonus tools

  • The 5-Minute Protection Scorecard to spot your family's planning gaps fast
  • Caregiver Instruction Card to copy for babysitters, grandparents, school, and daycare
  • Planning Session Prep Sheet so you walk into your attorney meeting prepared
  • Family Protection Checklist covering 22 items every family should review

This playbook is for you if…

  • You have minor children and haven't officially named who would raise them
  • You've been meaning to "get to" estate planning and keep putting it off
  • You have a plan, but you're not sure the people in it are still the right people
  • You want your family to inherit your values, not just your accounts
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Hi, I'm Jaime Tetreault, Esq.

I spent nearly a decade in law enforcement before law school, and I grew up in a military household. I've seen what happens when families aren't prepared. Today I'm a Massachusetts estate planning attorney and a mom, and I help families put plans in place that actually work in real life.

I created this playbook so you can start that work tonight, at your kitchen table, in plain English.

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