{
  "canonical_url": "https://planbeforeyoudie.app/standard",
  "columns": [
    "position",
    "area",
    "check_text"
  ],
  "content_sha256": "0316e95b303ac94981a1724863b2697adee72d38a4d3f4cfbb2f7f7521389217",
  "dataset_version": "1",
  "license": "https://creativecommons.org/licenses/by/4.0/",
  "name": "Family Readiness Standard",
  "note": "General information, not legal advice. Each row links to the official source we checked.",
  "publisher": "Plan Before You Die",
  "rows": [
    {
      "area": "Papers",
      "check_text": "Someone besides you knows where your original will is.",
      "position": 1
    },
    {
      "area": "Papers",
      "check_text": "Each bank that would need your power of attorney has it on file.",
      "position": 2
    },
    {
      "area": "Papers",
      "check_text": "Your doctors and your family can find your health care proxy or advance directive.",
      "position": 3
    },
    {
      "area": "Papers",
      "check_text": "Someone you trust knows where your deed, titles and insurance policies are.",
      "position": 4
    },
    {
      "area": "Papers",
      "check_text": "Your family has your lawyer's name and number.",
      "position": 5
    },
    {
      "area": "Money",
      "check_text": "Someone you trust knows every bank you use and which account pays each bill.",
      "position": 6
    },
    {
      "area": "Money",
      "check_text": "You checked the beneficiaries on your retirement accounts and life insurance in the last two years.",
      "position": 7
    },
    {
      "area": "Money",
      "check_text": "Each of your brokerage accounts has a trusted contact on file.",
      "position": 8
    },
    {
      "area": "Money",
      "check_text": "You've told Social Security who should manage your benefits if you ever need help.",
      "position": 9
    },
    {
      "area": "Money",
      "check_text": "Your family knows how your pension and other income arrive.",
      "position": 10
    },
    {
      "area": "Money",
      "check_text": "Someone searched for unclaimed money in your name in the last year.",
      "position": 11
    },
    {
      "area": "Health and benefits",
      "check_text": "Medicare has your written permission, on form CMS-10106, to talk with someone you choose.",
      "position": 12
    },
    {
      "area": "Health and benefits",
      "check_text": "A current list of your doctors and medications is easy to find.",
      "position": 13
    },
    {
      "area": "Health and benefits",
      "check_text": "Your family knows which insurance cards and plans you have.",
      "position": 14
    },
    {
      "area": "Health and benefits",
      "check_text": "The person you named to speak for you knows your wishes.",
      "position": 15
    },
    {
      "area": "Phone and online",
      "check_text": "Apple Legacy Contact or Google Inactive Account Manager is set up, if you use them.",
      "position": 16
    },
    {
      "area": "Phone and online",
      "check_text": "If your password manager offers emergency access, someone you trust has it.",
      "position": 17
    },
    {
      "area": "Phone and online",
      "check_text": "Your family knows your phone carrier and whose name the account is in.",
      "position": 18
    },
    {
      "area": "Phone and online",
      "check_text": "Your social media accounts have a legacy contact or a written wish.",
      "position": 19
    },
    {
      "area": "Phone and online",
      "check_text": "Your plan holds no passwords.",
      "position": 20
    },
    {
      "area": "People and practice",
      "check_text": "You chose someone to step in and a backup, and both have said yes.",
      "position": 21
    },
    {
      "area": "People and practice",
      "check_text": "Each person you chose has a short guide with their first steps.",
      "position": 22
    },
    {
      "area": "People and practice",
      "check_text": "You wrote down what you want if you can't decide for yourself.",
      "position": 23
    },
    {
      "area": "People and practice",
      "check_text": "You wrote down what you want after you die.",
      "position": 24
    },
    {
      "area": "People and practice",
      "check_text": "The people you chose practiced their first steps in the last 12 months.",
      "position": 25
    }
  ],
  "updated": "2026-10-14",
  "version": "0.1"
}