Important Life Documents Handbook

Collect all the bits and pieces of your legal and digital identity.

This important set of documents is too often overlooked, and can be extremely helpful in the event of emergency or death. Let your loved ones know how to access your accounts in case something happens to you.

This comprehensive book helps securely record all of your pertinent information, and serves as a place to collect all of the documents required of modern life.

Handbook Contents

Each section starts with a checklist so you can be sure you’re gathering everything you need. The printed pages include entries for hand-written data, and ample space for notes and any additional information you wish to record.

Contacts & Personal Info

  • Important Contacts
    • Emergency
    • Alarm Company
    • Family
    • Attorney
    • Insurance Agent
    • Primary Care Physician
    • Financial Adviser
    • Religious Adviser
    • Employer
    • Veterinarian
  • Personal Information
    • Full Legal Name
    • Social Security Number
    • Street Address
    • Date and Place of Birth
    • Spouse Name
    • Parents Names, Birthplaces, and Mother’s Maiden Name
    • Children Names, Addresses, and Social Security Numbers
    • Close Friends Name and Phone

Personal Documents

  • Birth Certificate
  • Marriage License
  • Divorce Decree
  • Social Security Card
  • Military Service Records

Legal Documents

  • Last Will and Testament
  • Letter of Instruction
  • Durable Power of Attorney
  • Healthcare Proxy
  • Advance Healthcare Directive (Living Will)
  • HIPAA Release

Estate Planning

  • Organ Donation
  • Prepaid Funeral Plan
  • Cemetery Plot Deeds
  • Memorial Options
  • Draft Obituary

Financial Assets & Liabilities

  • Bank Accounts
    • Account Beneficiaries
    • Credit Cards
    • Retirement Accounts
    • Brokerage Accounts
    • Pensions
    • Loans
    • Other Debt
    • Insurance Policies
      • Life
      • Health
      • Car
    • Investments
      • Stocks
      • Bonds
      • IRAs
      • Annuities
    • Safe Deposit Box
    • Cash
  • Other Assets
    • Vehicle Titles & Registration
    • Property Deeds
    • Service Contracts & Warranties
    • Business

Accounts, Memberships & Passwords

  • Device Passwords
  • Home Security System Passwords
  • Wi-Fi Password
  • Email Passwords
  • Internet Provider Password
  • Social Media Account Passwords
  • Other Online Accounts
  • Memberships
  • Utility Accounts
  • Property Tax Account

Tax Returns (last 3 years)

Order the Handbook

A very secure way to record your most vital information; a PDF you print and then fill in the blanks with pen or pencil. You may also choose a binder that's ready to go, the moment you receive it (see below).
Create a tailored notebook cover and introduction page. Choose which sections to include and how many blank entries to create. Includes lifetime access to print any section you like.
Printed Notebook
Your handbook is assembled with tabbed dividers for each section and includes a custom printed cover, pockets for storing extra paperwork, and attachable tabs for labeling documents. Includes USPS Priority shipping!
Writing Tools
We highly recommend writing in pencil, so updates can be made as needed.
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Products for the Do-It-Yourself Crowd

Here are all of the supplies you need to create your life documentation. [[Adjust for single creation!!]]

All the information on this website is published in good faith and for general information purpose only. Family Protection Package does not make any warranties about the completeness, reliability and accuracy of this information. Any action you take upon the information you find on this website is strictly at your own risk. For more, see our disclaimer.