Free planning guide
Family Preparedness Checklist
A family preparedness plan gives the people you trust a clear place to start when important information is needed.
What to organize
- Record essential family and professional contacts.
- Create an inventory of important documents and where they are securely stored.
- Document practical wishes and information you want loved ones to know.
- Review the plan after major family, financial, insurance, or address changes.
Educational information only: This guide is for organization and preparation. It is not legal, medical, tax, financial, funeral-directing, or insurance advice.