Section 01
Immediate Emergency & Key Contacts
Designed for the front of a binder or folder so key contact information is easier to locate.
- • Primary Household Contacts: Full legal names, cell numbers, work numbers, and emergency proxies.
- • Medical Team Roster: Primary physicians, specialists, preferred hospitals, and emergency room preferences.
- • Trusted Local Contacts: Names, phone numbers, and where authorized access instructions are stored—never keys, alarm codes, passwords, or PINs.
- • Professional Advisors: Family attorney, CPA/accountant, financial planner, and insurance broker.
Section 02
Household Bills & Essential Accounts
Helps a trusted person understand recurring household obligations if you are temporarily unable to handle administrative tasks.
- • Utility Providers: Electric, water, natural gas, trash collection, internet, and sewer.
- • Housing & Loans: Provider contacts, due dates, and where protected account records are stored.
- • Autopay Status: Due dates, whether autopay is enabled, and where authorized payment instructions are stored—not full account or card details.
- • Household Subscriptions: Software, security monitoring, lawn care, and recurring deliveries.
Section 03
Insurance Policies & Coverage Details
Organizes insurer contacts, policy references, and the location of protected coverage records.
- • Life Insurance: Term and whole life policies, benefit amounts, assigned agents, and primary beneficiaries.
- • Health & Disability: Group policy numbers, member IDs, HSA/FSA administrators, and short/long-term disability.
- • Property & Casualty: Homeowners, renters, flood, earthquake, and umbrella liability policies.
- • Auto & Vehicle: Policy identifiers, roadside assistance hotlines, and deductible specifications.
Section 04
Home Inventory & High-Value Asset Register
Included as printable PDF sheets plus editable .xlsx and .csv inventory files.
- • Major Appliances & Mechanicals: HVAC serial numbers, water heater specs, generators, and solar equipment.
- • Valuables & Electronics: Serial numbers, purchase receipts location, and estimated replacement values.
- • Vehicles & Watercraft: VIN numbers, title holding institutions, and maintenance notes.
Section 05
Pet Care & Veterinary Protocols
Includes prompts for care routines, veterinary contacts, and instructions reviewed with the animal's veterinarian.
- • Feeding & Medication Schedules: Food and medication instructions confirmed with the animal's veterinarian.
- • Microchip & Vaccination Records: Chip registry numbers, rabies certificate details, and clinic contacts.
- • Emergency Boarding & Caregivers: Preferred kennels, trusted pet sitters, clinic contacts, and notes to discuss with your veterinarian.
Section 06
Vital Document Physical Locations Index
Maps the storage locations of important originals for authorized family members without reproducing access secrets.
- • Legal & Identity Documents: Birth certificates, marriage licenses, passports, Social Security cards, and wills.
- • Property Records: Home deeds, property tax receipts, land surveys, and vehicle titles.
- • Secure Storage: General location and authorized contact instructions—never combinations, PINs, keys, private keys, or recovery codes.
File Formats & Compatibility
The package includes these tested formats:
Digital Completion:
Fillable US Letter and A4 PDFs intended for local completion and saving. Adobe Acrobat Reader is recommended.
Physical Printing:
US Letter (8.5" x 11") and international A4 (210 x 297 mm) editions are included.
$29, one time.
Stripe processes payment. The reviewed package is delivered manually by email within one business day after confirmed payment.
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