Free planning guide
New Parent Family Preparedness Checklist
Welcoming a child creates new information, responsibilities, records, and backup-care needs. Organizing the basics early can make future updates easier.
What to organize
- Record essential child, household, provider, and emergency contact information.
- Organize the locations of birth, identification, insurance, and other important records.
- Document trusted caregivers, pickup permissions, routines, and backup contacts where appropriate.
- Review family insurance, beneficiary, estate-planning, and emergency information with the relevant providers or licensed professionals when needed.
Educational information only: This guide is for organization and preparation. It is not legal, medical, tax, financial, funeral-directing, or insurance advice.