Family Emergency Binder: Fillable "In Case of Emergency" Planner + Bills & Net Worth Spreadsheet
If something happened to you tomorrow, would your family know who to call, which bills to pay, where the will is, or what you'd want? This binder puts everything they'd need in one place, so a hard time isn't made harder by a scavenger hunt.
What's inside the 26-page fillable PDF:
- Personal: your details, where your ID documents are kept, family and emergency contacts, and key professionals (lawyer, executor, powers of attorney, accountant, insurance agent).
- Medical: health information, doctors, allergies, medications and medical history.
- Financial: bank accounts, safe deposit box, credit cards and loans, investments and pensions, insurance policies, monthly bills and how they're paid, property and valuables.
- Home & daily life: running the household, service providers, children and dependents, and pets.
- Digital life: online accounts and subscriptions, with clear guidance on keeping passwords safe.
- Legal & final wishes: where important documents are kept, will and estate details, funeral wishes, and two pages for letters to your loved ones.
- Annual review checklist and log to keep it current.
Type your name once on the cover and it fills in on every page. Over 1,100 fillable fields, with room for notes on every page. Fill it in on screen with free Adobe Acrobat Reader, Apple Preview or a web browser, or print it and fill it in by hand.
Bonus: Bills & Net Worth spreadsheet (Excel, Google Sheets, Numbers). It totals your bills by month and year and calculates your net worth from your accounts.
A thoughtful gift for parents, new parents, newlyweds and anyone getting their affairs in order.
Please note: this is an organizer, not a will or legal document. It helps your family find your will and other papers; speak to a lawyer about those. Record only the last 4 digits of account numbers and never write passwords in it.
Instant digital download (PDF + .xlsx in one .zip). For personal use.
