👤 Profile

Your personal information and emergency contacts.

Personal Information

Full Legal Name

Date of Birth

Place of Birth

Social Security # (last 4 only)

Phone

Current Address

Emergency Contacts

🏥 Health

Medical providers, conditions, medications, and insurance.

Primary Care Physician

Doctor's Name

Practice / Clinic

Phone

Address

Specialists & Other Doctors

Medications

Medical History

Blood Type

Organ Donor?

Donor Registry State

Known Conditions / Diagnoses

Allergies (medications, food, environmental)

Health Insurance

Insurance Provider

Policy Number

Group Number

Member ID

Customer Service Phone

Medicare Number (if applicable)

Medicaid Number (if applicable)

Additional Health Notes

💰 Money & Finances

Accounts, assets, debts, insurance, and benefits — organized by category. Click + to expand any category.

👨‍👩‍👧 Family & Contacts

Spouse, children, family members, and key advisors.

Spouse / Partner

Full Name

Date of Birth

Phone

Address (if different)

Children

Parents

Siblings

Close Friends

Key Legal & Professional Contacts

Attorney / Lawyer Name

Law Firm

Phone

Executor of Estate

Relationship

Phone

Alternate Executor

Relationship

Phone

Healthcare Proxy / Agent

Relationship

Phone

🏠 Personal Organization

Home, storage, subscriptions, and where to find things.

Home

Ownership

Address

Mortgage Lender

Loan Number

Monthly Payment

Spare Key Location

Alarm Code / System

Homeowner's / Renter's Insurance Provider

Storage Units / Other Properties

Important Item Locations

Where is your will / trust stored?

Where are your financial account documents?

Where are your insurance policies?

Where are your identity documents (passport, birth cert)?

Other important locations

Subscription Services

🐾 Pets

Your pets' information, care instructions, and desired caregivers.

💻 Digital Accounts

All your online accounts, subscriptions, and digital assets — organized by category. Click + to expand any category.

🔑 Password Manager

Password Manager Used

Master Password Hint (not the actual password)

Where is the emergency kit / access instructions stored?

📁 Digital Documents

Where your digital files and backups are stored.

Primary Computer / Device

Device Type / Model

Operating System Login Hint

Location of Device

Backup & Storage Locations

External Hard Drive / USB Location

Cloud Backup Service

Important Files & Folders

📜 Will & Testament

Location of your will, executor details, and key provisions.

Will Status

Do you have a will?

Date of Most Recent Will

State in Which It Was Executed

Location of Original Will

Location of Copies

Attorney Who Drafted the Will

Attorney Name

Law Firm

Phone

Special Provisions & Notes

Summary of Key Provisions

Codicils / Amendments (if any)

📄 Important Documents

Location of your vital records and legal documents.

Identity Documents

Birth Certificate Location

Passport Location & Expiration

Social Security Card Location

Driver's License State & Expiration

Family & Legal Records

Marriage Certificate Location

Divorce Decree Location

Adoption Papers Location

Military Discharge Papers (DD-214) Location

Property & Financial Records

Property Deeds Location

Vehicle Titles Location

Tax Returns Location (years kept)

Business Records Location (if applicable)

🛡️ Life Insurance

Your life insurance policies, beneficiaries, and contact information.

Employer-Provided Life Insurance

Employer / HR Contact

Coverage Amount

Beneficiary on File

🏥 Advance Directive

Your healthcare wishes, living will, and power of attorney.

Document Status

Do you have an Advance Directive / Living Will?

Location of Document

Do you have a Healthcare Power of Attorney?

Location of POA Document

Healthcare Wishes

Resuscitation (CPR) Preferences

Life Support / Ventilator Preferences

Artificial Nutrition / Hydration Preferences

Organ & Tissue Donation Wishes

Preferred Place of Death (if possible)

Pain Management Preferences

Additional Healthcare Wishes & Notes

⚖️ Trusts

Details about any trusts you have established.

🕊️ Funeral Planning

Your preferences for memorial services and final arrangements.

Pre-Arrangements

Have you made pre-arrangements?

Funeral Home / Company Name

Funeral Home Phone

Pre-arrangement Policy / Account #

Burial vs. Cremation

Disposition of Remains

Preferred Cemetery (if burial)

Cemetery Plot Owned?

Cemetery Plot Details / Ash Scattering Instructions

Memorial Service Preferences

Type of Service

Preferred Location

Religious / Spiritual Preferences

Who Should Officiate?

Music Preferences

Readings, Poems, or Passages

Pallbearers (if applicable)

Flowers vs. Charitable Donations

Preferred Charity for Donations

Reception / Gathering Preferences

Obituary Notes

Key life details to include in obituary

Preferred photo(s) for obituary / memorial

Additional Wishes

💌 Messages to Loved Ones

Written letters, voice recordings, and video messages to be given to your loved ones.

✍️ Written Messages

🎙️ Audio Recordings

Record personal voice messages for your loved ones. Recordings are saved locally on this device.

🎥 Video Recordings

Record personal video messages for your loved ones. Recordings are saved locally on this device.

🎁 Asset Distribution

Specific bequests, charitable wishes, and distribution instructions.

Specific Bequests Who gets specific items

Residuary Estate

Who receives the remainder of your estate?

Charitable Contributions

Business Interests (if applicable)

👥 Beneficiaries

The people who will receive your possessions, assets, and letters. Track everyone in one place.

People & Their Share Add everyone who will receive something from your estate

Personal Possessions Assign specific items — jewelry, furniture, art, heirlooms, vehicles, etc.

Financial Assets Assign accounts, real estate, investments, and other financial assets

Letters to Beneficiaries Personal letters to be given to each person when the time comes

📝 Final Notes

Anything else you want your loved ones to know.

Final Wishes & Instructions

Any final instructions or wishes not covered elsewhere

Grief Support Resources for Loved Ones

Suggested resources for your loved ones

Plan Notes & To-Do Reminders

Things still to complete or update in this plan

👤 Profile

🏥 Health

💰 Money & Finances

👨‍👩‍👧 Family & Contacts

🏠 Personal Organization

🐾 Pets

💻 Digital Accounts

📁 Digital Documents

📜 Will & Testament

📄 Important Documents

🛡️ Life Insurance

🏥 Advance Directive

⚖️ Trusts

🕊️ Funeral Planning

💌 Messages to Loved Ones

🎁 Asset Distribution

👥 Beneficiaries

📝 Final Notes

🔑 Security — Manage PINs