My family preparation binder
Write only what you want to share. Keep the binder in a place you choose.
Name
Date
Plan Before You Die · 1 of 12
Print a starter family binder
Print twelve pages for your people, papers, account locations and wishes. Fill them in by hand and show someone where you keep the binder. Never write passwords, account numbers or recovery codes in it.
The people I chose
Never write passwords or account numbers here.
First person and contact route
Another person and contact route
Who knows where this binder is
A backup contact
Plan Before You Die · 2 of 12
Where my papers are
Never write passwords or account numbers here.
Will or other legal papers
Health care papers
Tax and account papers
Originals and copies
Who knows these locations
Plan Before You Die · 3 of 12
My doctors and medicines
Names only. Use the current medicine list for details. This sheet gives no medical instructions.
Doctors' names
Medicine names
Where the current list is kept
Who can provide the current list
Plan Before You Die · 4 of 12
My accounts
Never write account numbers or passwords here. Institution names and account types only.
Institution and account type
Institution and account type
Institution and account type
Institution and account type
Institution and account type
Plan Before You Die · 5 of 12
My phone and online accounts
Write the setting name or where its instructions are kept. No passcodes, passwords, keys or recovery codes.
Phone carrier and where its paperwork is kept
Apple Legacy Contact setting reviewed
Google Inactive Account Manager reviewed
Other official settings reviewed
Password manager preparation route
Plan Before You Die · 6 of 12
Bills and autopay
Never write passwords or account numbers here.
Bills that need attention
Which bills use autopay
Where the bill list is kept
Who to contact about a question
Plan Before You Die · 7 of 12
Home and keys
Never write passwords or account numbers here.
Who has a key
Where household instructions are kept
Who to call about the home
Something important about the house
Plan Before You Die · 8 of 12
My pets
Never write passwords or account numbers here.
Who to call about my pets
Vet and contact route
Where food and care instructions are kept
Where the pet plan is kept
Plan Before You Die · 9 of 12
My wishes
Never write passwords or account numbers here.
What matters most to me
Where my written care wishes are kept
Where my personal letter is kept
Something I want my family to know
Plan Before You Die · 10 of 12
Who to call first
Never write passwords or account numbers here.
The first person and contact route
Another person to call
The professional who knows my plan
Where the full contact list is kept
Plan Before You Die · 11 of 12
Notes
Never write passwords or account numbers here.
Something to explain
A question to ask
Another note
When I want to review this again
Plan Before You Die · 12 of 12
- ChooseFill only what you want to share.
- PrintUse Letter paper at actual size.
- TellShow someone where you keep it.
Good to know
Do I need an email address?
No. You can print the sheet without an account or email address.
Should I write passwords or account numbers?
No. Record names, contact routes and paperwork locations only. Keep sensitive account details in the secure places you already use.
Does this replace legal papers?
No. It is a preparation sheet. Ask a lawyer in your state about legal documents for your situation.
This sheet is general information, not legal advice. Something wrong here? Tell us.
Keep your family informed
We help you put your accounts, papers and wishes in one place.