Family Preparedness Checklist
Organize important contacts, records, wishes, and information your family may need.
Read the guideLegacyReady resource center
Family preparedness and legacy planning guides
Use these free educational guides to organize important family information, navigate major life changes, coordinate caregiving, prepare for emergencies, and preserve the history future generations may want to know.
Family Meeting Checklist
Run a focused family meeting around preparedness, responsibilities, records, and next steps.
Read the guideFamily Communication Plan
Organize contacts, meeting points, and backup ways to reconnect during an emergency.
Read the guideLife-Event Preparedness Checklist
Review family information after marriage, divorce, a move, a birth, retirement, or another major change.
Read the guideMoving & Family Records Checklist
Update addresses, contacts, document locations, and household information after a move.
Read the guideNew Parent Family Preparedness Checklist
Organize child information, emergency contacts, important records, caregivers, and family responsibilities.
Read the guideTrusted Contact Organizer
Keep trusted family, emergency, caregiving, professional, and household contacts current.
Read the guideFamily Document Review After a Major Life Change
Identify family records and document locations that may need attention after a major life event.
Read the guideFamily Caregiving Responsibilities Checklist
Coordinate caregiving tasks, appointments, transportation, household support, and backup responsibilities.
Read the guideAging Parent Planning Checklist
Help an aging parent organize contacts, care information, important records, and family responsibilities.
Read the guideCaregiver Information Organizer
Coordinate contacts, routines, appointments, care information, documents, and backup responsibilities.
Read the guideFamily Emergency Information Organizer
Give trusted family members a clear place to locate essential emergency information.
Read the guideImportant Family Documents Organizer
Inventory important records and securely track where the right documents can be found.
Read the guideAnnual Family Preparedness Review
Keep contacts, documents, beneficiary information, wishes, and family records current.
Read the guideFinal Wishes Planner
Create a practical record of preferences, contacts, and important information.
Read the guideFuneral Planning Checklist
Organize preferences, contacts, records, and remembrance details in advance.
Read the guideBeneficiary Information Organizer
Keep track of accounts and policies whose beneficiary information may need review.
Read the guideEstate Preparation Checklist
Prepare an organized inventory before speaking with appropriately licensed professionals.
Read the guideFamily Legacy Planner
Preserve stories, traditions, values, photographs, and practical family information.
Read the guideFamily History Organizer
Build a repeatable system for relatives, sources, photographs, stories, and research questions.
Read the guideThese resources are educational organizational tools and are not legal, medical, tax, financial, funeral-directing, or insurance advice.