Would Your Family Know? 15 Questions (Free Checklist)

A free 2-page checklist. 10 minutes. See what someone you trust could find without calling you — and what to write down first.

Most of us carry the important stuff in our heads: which bank, which insurance company, where the will is, who to call first. This short checklist shows you, in about ten minutes, which of those things someone you trust could actually find.

WHAT YOU'LL DO

• Answer 15 quick questions in five areas: people, papers, money, digital life, and home & wishes. Yes, Sort of, or No.
• Get your score out of 30 and one plain-English next step.
• Pick your 3 “No” answers to fix first.
• Plus three 10-minute wins you can do tonight.

DOING THIS FOR A PARENT?

Answer each question about Mom or Dad instead: “Could I find Mom's… without asking her?” Print it and bring it along on your next visit.

GOOD TO KNOW

• Fillable and printable. Check the boxes on screen or print it.
• No sensitive information needed. You won't write any passwords, codes or account numbers — you're only checking whether someone could find things.
• An organizer, not legal advice. For wills, trusts and other legal documents, please talk with a licensed attorney in your state.

You get the PDF right away, on the next page and by email.

WHO MADE THIS

Made by the Oakbright team. Questions: use our Contact page.

Want to do the whole thing? The Family Emergency Binder walks you through everything on this checklist, one evening at a time.