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Resource library

Printable checklists you can work through on paper

Each one is laid out for a kitchen table: clear sections, a tick box on every line, and nothing that asks you to write down a password. Give us an email address and we will send you the link.

2-page checklist

The emergency document checklist

Everything a relative should be able to find within an hour, grouped so you can work through it in one sitting and tick items off on paper.

What is inside

  • · Medical
  • · Identity and legal
  • · Money in motion
  • · Insurance
  • · The home
  • · People to call first

Get the printable version

We will email you a link to the printable checklist.

3-page checklist

The room-by-room home inventory checklist

A printable walk-through for documenting contents before you ever need to claim, including the categories insurers cap and most people miss.

What is inside

  • · For each item worth roughly $300 or more
  • · Living areas
  • · Kitchen
  • · Bedrooms
  • · Home office
  • · Garage, basement, attic, outdoors
  • · Capped categories — check whether you need a rider

Get the printable version

We will email you a link to the printable checklist.

2-page checklist

The executor handover checklist

The pile an executor has to assemble, written as a list you can fill in now so they are not phoning strangers for months.

What is inside

  • · Documents
  • · Financial map
  • · People to notify
  • · Practical

Get the printable version

We will email you a link to the printable checklist.

2-page checklist

The first-week vault setup checklist

Seven twenty-minute sessions, in the order that puts the most useful records in place first. Pin it to the fridge and tick a day at a time.

What is inside

  • · Day one — people
  • · Day two — medical
  • · Day three — insurance
  • · Day four — home
  • · Day five — finance
  • · Day six — vehicles, pets, inventory
  • · Day seven — estate and access

Get the printable version

We will email you a link to the printable checklist.