Free download
The Family Records Organizer
Everything your family needs to know — legal documents, accounts, insurance, medical info, and final wishes — in one organized place. A free 38-page workbook from KC Senior Guide.
When a parent has a health crisis — or passes away — families often spend days searching for the will, the accounts, the insurance policies, the passwords. This organizer prevents that. Fill it in once, store it somewhere safe, and tell your family where it is. If the worst happens, everything they need is in one place.
What's inside
- A "Where to Find It Fast" master index — so family can locate anything in seconds
- Legal documents — will, trust, power of attorney, and healthcare directive
- Personal & ID records — birth certificate, Social Security, marriage, and military records
- Financial accounts — banks, investments, and retirement (where to find them, safely)
- Insurance & benefits — life, health, long-term care, Social Security, VA, and pensions
- Medical information — doctors, medications, conditions, and pharmacy
- Home & property, and digital / online accounts
- Final wishes & funeral prearrangements
- Downsizing notes and an annual review log
Pairs perfectly with our guides on essential legal documents and what to do when a parent dies.
A security note: for your safety, the organizer suggests recording where account information is kept rather than writing full account numbers, and never writing passwords or PINs. Store the completed copy somewhere secure and review it once a year.
Common questions
Is the Family Records Organizer really free?
Yes — completely free. Just tell us where to send it and you can download the PDF instantly. We never sell your information, and you can unsubscribe anytime.
What is it for?
It puts everything your family would need to know — legal documents, accounts, insurance, medical info, and final wishes — in one organized place. When there's a health crisis or a death, families often scramble to find these things; this organizer prevents that.
How do I use it?
Print it or fill it in on your computer, store the completed copy somewhere secure (like a fireproof safe), tell a trusted family member where it is, and review it once a year. For security, note where account information is kept rather than writing full account numbers, and never write passwords or PINs.