Life Affairs Planning Resources
Simple tools to help families organize important life information.
This page provides preparation guidance and practical resources to help families gather and organize essential information.
Getting Your Affairs in Order • Emergency Planner • Medical Information Planner • Caregiver Planner • Final Wishes Planner
Where To Start
If you are just beginning, start by gathering these basic items:
Important Contacts
Family members, doctors, caregivers, and trusted advisors.
Medical Information
Medications, conditions, insurance, and provider details.
Financial Accounts
Banking, insurance policies, and financial contacts.
Important Documents
Wills, identification, property records, and legal papers.
How To Use The Life Affairs Planner
The Life Affairs Planner is meant to be completed gradually. Most families begin with basic contact, medical, and financial information, then continue adding details as needed.
Step 1
Complete basic personal and emergency contacts.
Step 2
Add medical providers, medications, and insurance.
Step 3
Document financial accounts and document locations.
The goal is steady progress — not perfection.
Helpful Preparation Tips
Start Simple
Begin with basic information and build gradually.
Keep One Location
Store important information in one secure place.
Update Regularly
Review information yearly or after major changes.
Family Information Starter Checklist
A simple guide to help you begin organizing important contacts and documents.