Description
A printable binder with everything your family would need to know if something happened to you. Print it, fill it in by hand, keep it somewhere safe, and tell one trusted person where it is.
What’s inside (27 pages, US Letter)
- Cover and “how to use this binder” page
- About me, key people, where my documents are
- Bank accounts, investments & retirement, debts & loans, bills & subscriptions, insurance & benefits
- Home, vehicles & valuables, digital life & passwords, phones & computers, keys, codes & hiding places
- Medical information, kids, dependents & pets
- Funeral wishes and 3 pages of letters to loved ones
- Planning worksheet: questions to think through before writing a will or meeting a lawyer
- Review log to keep it current
Printing tips
- Print at 100% / “Actual size” on regular letter paper, single- or double-sided.
- Use a 1″ or 1.5″ ring binder and tab dividers.
- Print extra copies of any page you need more of.
This is a digital download. Nothing will be shipped. The binder is an organizer and does not replace a will, trust or power of attorney.
Prefer to type it and lock it with a passcode? See the Tidy Legacy app, or save with the Estate Pack.
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