Family Records and Important Documents Organizer: Where Everything Is and Who to Call

Who it is for

Families, caregivers and anyone preparing their affairs, including before signing a will, power of attorney or health care directive.

Not the right fit if

You need a will, power of attorney or health care directive: this records where things are and is not a legal document.

Why it is different

• It records where things are, never the secrets themselves, and a built-in helper flags entries that look like account or ID numbers.
• Each document shows a review-due or expiring status against a date you set.
• A filled example for an invented family with obviously fake details and a blank copy with working formulas.

What is inside

• Start Here. Purpose, a clear warning about what never to type and what the organizer is not.
• Key Contacts. Family, emergency contacts, doctors, attorney, tax preparer, insurance agent and others.
• Documents Map. Where each original and copy is kept, who holds one, when it was signed or issued, when it expires and when it was last reviewed, with a status for each.
• Accounts and Subscriptions. Institutions and subscriptions with where the login is kept, not the login, and what the subscriptions cost each month and year.
• Insurance. Policy types, agent contacts, premiums and renewal dates.
• Digital and Household. Recovery contacts, utility shutoffs, vehicles, pets and where medication lists are kept.
• If Something Happens. A one-page checklist for a caregiver or executor that pulls the locations of the key documents.
• Review Schedule. A yearly review so the information stays current.
• Checks. A helper that flags entries that look like they contain a number or are too long.