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Fillable PDF
Just in Case Estate & Life Organizer
If something happened to you tomorrow, would your family know where everything is? This 22-page organizer gathers what they'd need, from who to call first to where the original will is kept.
This organizer is not a will, trust, power of attorney or advance directive, and filling it in does not create or change any of them. For those documents, talk with an estate-planning attorney licensed in your state.
What's inside
- Who to call firstEmergency contacts, first steps and where the keys, safe and safe deposit box are.
- PeopleAbout me, family, and your attorney, CPA, financial advisor, executor, agents and doctors.
- DocumentsA checklist of 21 documents, from the will and powers of attorney to titles and the DD-214, with where each original is kept.
- MoneyBank accounts, investments and retirement, insurance, real estate, vehicles, debts, income and benefits, and bills to keep or cancel.
- Digital lifeWhere your passwords are kept (never the passwords themselves), legacy contacts and what to do with each account.
- Home, pets, medical and wishesUtilities and shutoffs, pet care, medications, business interests, final wishes, letters and a review log.
Details
- One fillable PDF, 22 pages, letter size
- Type on screen in Adobe Acrobat Reader (free), Preview on Mac, or most browsers, or print and write by hand
- Instant download after checkout
- An organizer, not a will or legal document
Save $30.95
Family Milestones Set, $59.99
For the big moments: the wedding planner and its legal and money guide, the first-baby guide, the college guide, the estate organizer and the funeral planning guide.
See the set →