Free resource for families
Know where the important paperwork is.
Get a practical three-page checklist to help your family prepare, one folder and one conversation at a time.
Important Family Paperwork Checklist
A clear place to start.
- Personal, household, health, and planning records
- Accounts, insurance, and important contacts
- A private document map and three next steps
Free PDF. Print it or save it for your next family conversation. No phone number required.
Keep your completed checklist private. We never need your personal documents, account numbers, or passwords.