The Aging Parent Playbook
A Free Guide to Getting Legally, Financially, and Practically Prepared
You are not overreacting. You are not too early. And you don’t have to solve everything today.
Most people don’t go looking for a guide like this until a moment arrives — a phone call that lands wrong, a story told twice in one conversation, a stack of unopened mail on a parent’s counter that used to be handled without a thought. If that moment has arrived for you, here’s the truth: you just need to know what to address first.
Written by attorney Jeremy Cleverly — both as an estate planning lawyer and as a son currently walking through this with his own mother — this free guide and companion workbook will help you:
- Understand “the clock you can’t see” — why timing matters more than most families realize
- Know exactly which documents your parent needs, and which ones might already be the wrong kind
- Avoid the single most common mistake families make when helping with bills
- Have the hard conversation without triggering a wall
- Handle the first crisis calmly, with a real playbook instead of panic
Enter your information below and we’ll send the full guide, plus the companion workbook of checklists and worksheets, straight to your inbox.
No charge. No obligation. Just a clear starting point.
About Me
Jeremy Cleverly is an estate planning attorney who helps families put thoughtful plans in place for the people they love most.
His work focuses on helping parents protect minor children, prepare young adults for greater independence, and assist families navigating the legal and practical concerns that come with aging parents. He also helps individuals and couples create clear plans for incapacity, inheritance, family responsibilities and the transfer of assets.
With more than two decades of legal experience, Jeremy takes a practical, personal approach to estate planning. He begins with the family, the goals and the concerns—not the documents—then builds a plan designed to provide clarity, reduce conflict and protect what matters most.
Outside the firm, Jeremy serves on the executive board of the Aledo Education Foundation, on the board of Big Country Veterans, and on the finance committee at Aledo United Methodist Church.
He is a past President of the Ellis County Bar Association and has served on the board of the Stephen F. Austin State University Alumni Association. He has taught business law as an adjunct professor, judged business pitch competitions and guest lectured at Stephen F. Austin State University, and speaks about estate planning on podcasts and video interviews. He is a former member of Cowtown Angels, the Fort Worth angel investment network.
Before and alongside his legal practice, Jeremy founded and led Bumps and Bruises Pediatric Urgent Care, which he scaled and sold to a private equity-backed buyer. He later acquired a commercial landscaping company, rebranded it, built out its systems and processes, and sold it as well, and has helped run a third company through a venture-backed incubator. Business owners tend to find their way to him for that reason: when the conversation turns to succession, he has been on the other side of it.
