Document pack
New Baby Paperwork Kit: Birth Certificate, Social Security Number, Insurance, Taxes, Will and Passport
Every form a new baby needs, in the order you'll need them, on one tracker.
$15 one time · 14-day full refund · Word and PDF · download link by email
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Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.
Browse the storeWho it is for
New and expecting parents, especially in New Jersey, and grandparents helping out.
Not the right fit if
You need a will or guardianship drafted: ask an estate attorney. This tracks the paperwork; it doesn't complete it.
Why it is different
- Checked against ssa.gov, irs.gov and travel.state.gov.
- Plain-English checklists for tired parents.
- Word files to fill in and PDFs to print.
What is inside
- First 30 days. Birth certificate, Social Security number and health insurance.
- Tax and benefits. Child Tax Credit, care credit, dependent care FSA and NJ family leave.
- Will, guardian, life insurance. Choosing a guardian, coverage and beneficiary updates.
- Passport for a minor. DS-11, both parents, documents and fees.
- Paperwork tracker. Every task, deadline and where the document is kept.
A look inside
The first pages, as you will get them
Get it
New Baby Paperwork Kit
Or pay with PayPal
Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not legal, tax or insurance advice. Ask an estate attorney about wills and guardianship. Not affiliated with any agency. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The New Baby Paperwork Kit comes as a zip with five documents, each as an editable Word file and a printable PDF: First 30 Days, Tax and Benefits, Will Guardian Life Insurance, Passport for a Minor, and Baby Paperwork Tracker. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information, not legal, tax or insurance advice. Ask an estate attorney about wills and guardianship.
Is it up to date?
It was checked against ssa.gov, irs.gov and travel.state.gov. Updates are not promised.
Free sample
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