Free tool · for getting your affairs in order
What Documents Do I Need? Readiness Checklist
Before you can organize everything that matters, you have to find it. This free checklist is the finding part: a self-scoring list of the documents, accounts, and details a household should be able to locate. Tick what you can already put your hands on right here in your browser, or download the printable version to work through on paper.
What Documents Do I Need? — Readiness Checklist
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Tick what you can already put your hands on.
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located
Record where things live and who to call — never passwords, PINs, or full account numbers. Nothing here is saved or sent anywhere.
Take it with you — free, no signup
Direct download. No email, no account — just the files.
What it does
- Walks you through 23 essentials across identity, money, insurance, legal, medical, digital, and household — and scores how ready you are.
- Reminds you to record where things live and who to call — never passwords, PINs, or full account numbers.
- Shows you, at a glance, what's still on your to-do list to track down.
- Runs entirely in your browser — nothing is sent anywhere, and nothing is saved.
Own it, don't rent it
Found what you need? Now put it somewhere.
This checklist tells you what to locate. The full binder is where it all gets organized and kept current — a 9-tab workbook (Excel & Google Sheets) plus four guides: a document index, accounts and where they live (no passwords), insurance, contacts, medical notes, final wishes, and household reference.
A one-time purchase you keep and own — the structured binder between a drawer full of paper and a rented app holding your most sensitive records on someone else's server.
A record-organizing checklist, not legal, medical, financial, or tax advice, and not a will or directive. Record where things live, never passwords or full account numbers. Free to use; please don't resell or redistribute.