Description
Help your family find the right document and the right person.
Organize important documents before someone needs them urgently: account and policy locations, key contacts, property records, bills and insurance paperwork. The inventory scores completeness so you can see what is missing. Record where passwords are kept, never the passwords themselves.
What you get
- 50-page PDF with 13 guided worksheets and an emergency card
- 11-sheet inventory covering people, accounts, insurance, property and more
- Document locator with completeness scoring
- 32-entry notification sequence and practical phone scripts
- Annual review checklist and a walkthrough for the person using the file
Customer download: PDF, editable XLSX and a read-me-first guide. No subscription.
Compatibility
Excel (.xlsx) format, no macros. Recalculated in LibreOffice Calc. Microsoft Excel application testing and Google Sheets import have not been verified for this release. Check the worked example and dropdowns after importing into Sheets.
Before you use it
An organisational aid for US households, not a will, power of attorney or legal, tax, medical or financial advice. Rules vary by state; take legal questions to a licensed attorney. Store the completed inventory securely; the XLSX file is not an encrypted vault.
Personal and organisation use is governed by the Terms and Conditions, including the Licence for organisations section. This description does not expand the licence.
